Theresa Ann Nist

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

Authority	Category	Status	Date
NJ	RA	APPROVED	2024-08-09

NJ RA
APPROVED

Since 2024-08-09

Branch Locations

437 Newman Springs Road, Lincroft, NJ 07738 • 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

Organization	City	State	From	To
World Investments, Llc	Lincroft	NJ	03/2016	Present
World Investment Advisors	Santa Barbara	CA	08/2024	Present

03/2016 → Present

World Investments, Llc

Lincroft, NJ
08/2024 → Present

World Investment Advisors

Santa Barbara, CA

Other Businesses

1. Instagram; Non-Investment Related; Shrewsberry, NJ 07702; Personal social media account on Instagram used to post lifestyle, family, and general interest content; Social Media Content Creator; 2/6/2026; 4 hours per month; 0 hours during trading hours; Create and publish personal lifestyle and general interest content on Instagram. Engage with followers through posts.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-03-12
S63	Uniform Securities Agent State Law Examination	1999-09-20

S65 Uniform Investment Adviser Law Examination

2009-03-12
S63 Uniform Securities Agent State Law Examination

1999-09-20

Other Names

Theresa A Nist
Theresa Ann Galanti

View on SEC IAPD