AC
AC

Anthony John Carro

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
351 advisors
Number of Clients
17,488 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$56.3B

Fee Structure

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Location

437 Newman Springs Road, Lincroft, NJ, 07738

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Anthony is a representative at Point Vantage LLC since 2007 and an owner/financial advisor at Point Vantage Financial Services, LLC since 2015. He also organizes small group travel excursions with Sojourn, dedicating a few hours per week, and sells life and health insurance.

Employment History
Current Registrations
World Investment Advisors, LLC
October 2025 - Present · 4 mos
World Advisory Services
July 2007 - Present · 18 yrs 7 mos
World Investments, LLCBroker
July 2007 - Present · 18 yrs 7 mos
Previous Registrations
Ing Financial Advisers, LLC
April 2007 - July 2007 · 3 mos
Ing Financial Advisers, LLCBroker
October 2006 - July 2007 · 9 mos
AXA Advisors, LLCBroker
June 2006 - September 2006 · 3 mos
State Registrations12 states
CACOCTFLGANCNJNYPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.