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Inactive

Joseph R Marchese

World Investment Advisors, LLC

Iselin, NJ

Palm Beach Gardens, FL

Mountainside, NJ

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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-29
NJ RA APPROVED 2025-04-29
  • FL RA
    APPROVED
    Since 2025-04-29
  • NJ RA
    APPROVED
    Since 2025-04-29

Branch Locations

100 Wood Ave South, Floor 4 Mailing Address, Iselin, NJ 08830 • United States

Palm Beach Gardens, FL • United States

Mountainside, NJ • United States

Disclosures

1 disclosure category 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 No
Employment History
OrganizationCityStateFromTo
Financial Planning Concepts Of America, Inc. Staten Island NY 07/1990 Present
World Investment Advisors, Llc Santa Barbara CA 03/2025 Present
  • 07/1990 → Present
    Financial Planning Concepts Of America, Inc.
    Staten Island, NY
  • 03/2025 → Present
    World Investment Advisors, Llc
    Santa Barbara, CA
Previous Registrations
  • 2023-10-09 → 2025-08-01
    Financial Planning Concepts Of America, Inc.
    West Palm Beach, FL
    Staten Island, NY
  • 2023-10-09 → 2024-12-31
    Financial Planning Concepts Of America, Inc.
    West Palm Beach, FL
    Staten Island, NY
  • 1995-03-10 → 2003-01-28
    Nathan & Lewis Securities, Inc.
    Staten Island, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-14
S63 Uniform Securities Agent State Law Examination 1986-11-20
  • S65 Uniform Investment Adviser Law Examination
    1999-12-14
  • S63 Uniform Securities Agent State Law Examination
    1986-11-20
Designations
Other Names
  • Joe Marchese
  • Joseph Richard Marchese
  • Joseph Richard Marchese

View on SEC IAPD

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Other Offices

OSAIC ADVISORY SERVICES, LLC · Parsippany, NJ
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PARSIPPANY, NJ
OSAIC WEALTH, INC. · PARSIPPANY, NJ
LINCOLN INVESTMENT · Parsippany, NJ
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PARSIPPANY, NJ
VETERI PLACE CORPORATION · PARSIPPANY, NJ
LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT · PARSIPPANY, NJ
CETERA INVESTMENT ADVISERS LLC · PARSIPPANY, NJ

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