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Valerie Clark Digennaro

World Investment Advisors, LLC

St. Petersburg, FL

St Petersburg, FL

CRD 6510521

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Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
World Investment Advisors, Llc

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-09-15
  • FL RA
    APPROVED
    Since 2022-09-15

Branch Locations

St. Petersburg, FL • United States

Mailing Address 740 4Th Street North, # 515, St Petersburg, FL 33701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Seabridge Wealth Management, Llc St. Petersburg FL 05/2015 Present
World Investment Advisers, Llc Santa Barbara CA 09/2022 Present
  • 05/2015 → Present
    Seabridge Wealth Management, Llc
    St. Petersburg, FL
  • 09/2022 → Present
    World Investment Advisers, Llc
    Santa Barbara, CA
Previous Registrations
  • 2015-07-09 → 2022-12-19
    Swm Advisors
    St. Petersburg, FL
  • 2015-07-09 → 2020-12-31
    Swm Advisors
    St. Petersburg, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-02
  • S65 Uniform Investment Adviser Law Examination
    2015-07-02
Other Names
  • Valerie Marie Clark

View on SEC IAPD

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