Bruce Joseph Diner

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1992 → Present
  World Investments, Llc
  Lincroft, NJ
• 10/2025 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA

Other Businesses

WORLD/TFS INSURANCE 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 INSURANCE AGENT - 11/1/2025 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 20 HRS MONTH/20 HRS DURING MKT HRS BD FINANCIAL ASSOCIATES, LLC DBA - REPRESENTING ADVISORY BUSINESS 81 MAIN STREET, HACKETTSTOWN, NJ 07840 OWNER - 11/1/2025 INVESTMENT RELATED RECEIVE COMMISSIONS FROM WORLD INVESTMENTS FOR SECURITIES TRANSACTIONS; CONDUCT FINANCIAL PLANNING AND CLIENT ASSET MANAGEMENT ACTIVITIES REVENUE SUPPORTS BUSINESS OPERATIONS, STAFFING AND OFFICE EXPENSES 200 HRS MONTH/200 HRS DURING MKT HRS BD TAX SERVICES, LLC 81 MAIN STREET, HACKETTSTOWN, NJ 07840 TAX PREPARER - 12/2/2017 INVESTMENT RELATED PREPARATION OF FEDERAL AND STATE 1040 TAX RETURNS 25 HRS MONTH/25 HRS MONTH DURING MKT HRS STIGER STREET PROPERTIES, LLC 81 MAIN STREET, HACKETTSTOWN, NJ 07840 PROPERTY OWNER - 1/15/2005 INVESTMENT RELATED MANAGEMENT OF A RENTAL PROPERTY 10 HRS MONTH/10 HRS DURING MKT HRS

Exams

• S66 Uniform Combined State Law Examination
  2006-11-08
• S63 Uniform Securities Agent State Law Examination
  1988-01-28