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

847 Broadway, Bayonne, NJ, 07002

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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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Employment History
Current Registrations
World Investment Advisors, LLC
October 2025 - Present · 4 mos
World Advisory Services
March 2024 - Present · 1 yr 11 mos
World Investments, LLCBroker
April 2022 - Present · 3 yrs 10 mos
State Registrations4 states
FLMANJSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.