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William Monos Greenfield

World Investment Advisors, LLC

Stamford, CT

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Current Employers
World Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-10-15
  • CT RA
    APPROVED
    Since 2025-10-15

Branch Locations

126 Forrest Street Suite 126, Stamford, CT 06901 • 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 Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
World Investments, Llc Lincroft NJ 01/2013 Present
World Investment Advisors, Llc Santa Barbara CA 10/2025 Present
Previous Registrations
  • 2007-03-15 → 2007-03-15
    Wealth Bridge Advisory Services
    Cherry Hill, NJ
  • 2006-04-05 → 2006-12-31
    Greenfield Financial Group, Llc
    Cherry Hill, NJ
  • 2003-03-12 → 2006-04-25
    Network 1 Financial Advisors Inc.
    Red Bank, NJ
Other Businesses

TFS/WORLD INSURANCE 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 INSURANCE AGENT - 10/13/2025 INVESTMENT RELATED SALES AND SERVICE ON NON-VARIABLE INSURANCE & ANNUITIES 10 HRS MONTH/10 HRS MONTH DURING MKT HRS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-06
S63 Uniform Securities Agent State Law Examination 1987-12-30
  • S65 Uniform Investment Adviser Law Examination
    1999-04-06
  • S63 Uniform Securities Agent State Law Examination
    1987-12-30
Designations
Other Names
  • Bill Greenfield
  • William M Greenfield

View on SEC IAPD

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