Tai Yuan Chen

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	2025-10-28

NJ RA
APPROVED

Since 2025-10-28

Branch Locations

Warren, NJ • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
World Investments, Llc	Lincroft	NJ	07/2012	Present
World Investment Advisors, Llc	Santa Barbara	CA	10/2025	Present

07/2012 → Present

World Investments, Llc

Lincroft, NJ
10/2025 → Present

World Investment Advisors, Llc

Santa Barbara, CA

Previous Registrations

2003-09-25 → 2012-06-15

Eagle Strategies Llc

Edison, NJ

Other Businesses

WORLD/TFS INSURANCE 437 NEWMAN SPRINGS ROAD, LINCROFT, NY 07738 INSURANCE AGENT - 7/12/2012 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 12 HRS MONTH/10 HRS MONTH DURING MKT HRS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-04-16
S63	Uniform Securities Agent State Law Examination	1991-11-05

S65 Uniform Investment Adviser Law Examination

1999-04-16
S63 Uniform Securities Agent State Law Examination

1991-11-05

View on SEC IAPD