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Kostandinos Misiriotis

World Investment Advisors, LLC

Warrington, PA

CRD 6842318

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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
PA RA APPROVED 2022-01-10
  • PA RA
    APPROVED
    Since 2022-01-10

Branch Locations

Warrington, PA • 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
The Vanguard Group, Inc. Malvern PA 08/2017 10/2020
Temple University Philadelphia PA 06/2015 08/2017
Target Warrington PA 03/2015 05/2017
Temple University Philadelphia PA 08/2013 05/2017
Sequoia Consulting Group Phoenixville PA 11/2021 Present
Pensionmark Securities Santa Barbara CA 11/2021 12/2024
World Investment Advisors, Llc Santa Bararbara CA 11/2021 Present
Infosys Phoenixville PA 10/2020 11/2021
  • 08/2017 → 10/2020
    The Vanguard Group, Inc.
    Malvern, PA
  • 06/2015 → 08/2017
    Temple University
    Philadelphia, PA
  • 03/2015 → 05/2017
    Target
    Warrington, PA
  • 08/2013 → 05/2017
    Temple University
    Philadelphia, PA
  • 11/2021 → Present
    Sequoia Consulting Group
    Phoenixville, PA
  • 11/2021 → 12/2024
    Pensionmark Securities
    Santa Barbara, CA
  • 11/2021 → Present
    World Investment Advisors, Llc
    Santa Bararbara, CA
  • 10/2020 → 11/2021
    Infosys
    Phoenixville, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-10
S63 Uniform Securities Agent State Law Examination 2017-09-20
  • S65 Uniform Investment Adviser Law Examination
    2022-01-10
  • S63 Uniform Securities Agent State Law Examination
    2017-09-20
Other Names
  • Kosta Misiriotis
  • Kosta Misiriotis

View on SEC IAPD

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