BH
Bruce N. Haydu
WORLD INVESTMENTS
Brick, NJ
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CRD#: 1068797
BH
Professional summary
Bruce Nesbitt Haydu, CFP® is a registered financial advisor currently at WORLD INVESTMENTS, LLC located in Brick, New Jersey.
Bruce is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Bruce has worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Tax Planning
Retirement Planning
Comprehensive Financial Planni...
Estate Planning
Employee and Employer Plan Ben...
Insurance Planning
Business Succession Planning
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
PRES & 100% OWNER
FINANCIAL DESIGN & MGMT INC
INCORP 1988 STATE OF NJ
PROVIDE FINANCIAL, TAX & ESTATE PLANNING ADVICE TO CLIENTS
212 MONMOUTH ROAD, OAKHURST, NJ 07755
FIRM - INVESTMENT RELATED
REG INVEST ADV - MAY 2003
APPROX 200 HRS PER MTH DEVOTED TO BUS. OF WHICH APPROX 160 HRS DURING SECURITIES TRADING HRS
CHARITABLE FUNDING SOLUTIONS, LLC
212 MONMOUTH ROAD, OAKHURST, NJ 07755
PRINC & 50% OWNER
FIRM'S PURPOSE TO RAISE MONEY FOR CHARITIES THROUGH STRATEGIES INVOLVING SALE OF LIFE INSURANCE POLICIES
SINCE 9/2004
ATLANTIC SKYWEB/ATLANTIC PRT
ASSOC OF 4 PEOPLE
SINCE 4/03
PURPOSE - BRING NEW TRANSPORTATION TECHNLGY TO NJ - REDUCE TRAFFIC CONGESTION
SEPARATE VOICE MAILBOX EXISTS
THE GIFTING ALTERNATIVES FOUND.
21 GORDON AVE BRIARCLIFF MANOR, NY
501(C) NON-PROFIT
MEMBER BD OF DIR.
NIW HOLDING CORP
DALLAS, TX
SINCE 5/05
LIC AGT - PRIMARY PROD - PREMIUM FINANCED LIFE INS
SEE FILE
TFS INSURANCE AGENCY INC
437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738
VARIOUS PRODUCTS & CARRIERS
ANDERSON HAYDU BRODY ITNS ENTERPRISE, LLC
155 BELMAR AVE, OAKHURST, NJ 07755
MANAGING MEMBER
START 5/7/2015 -
TO IMPLEMENT THE FIRST PRT SYSTEM FOR PUBLIC USE
WORKING TO SECURE A SITE FOR TESTING AND CERTIFICATION
CRS (Client Relationship Summary) - BD
Click below to view Bruce Nesbitt Haydu's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1986
Experience
Current
August 4, 2006 - Present
WORLD INVESTMENTS, LLC
BD
CRD#: 20626
Brick, NJ
Current
July 31, 2006 - Present
WORLD INVESTMENTS, LLC
BD
CRD#: 20626
Brick, NJ
Past
January 28, 2005 - June 16, 2006
MUTUAL TRUST COMPANY OF AMERICA SECURITIES
BD
CRD#: 8494
ST. PETERSBURG, FL
Past
May 9, 2003 - December 31, 2005
FINANCIAL DESIGN & MANAGEMENT, INC.
RIA
CRD#: 126220
RED BANK, NJ
Past
July 16, 2002 - January 3, 2005
ASSET & FINANCIAL PLANNING, LTD
RIA
CRD#: 110709
RED BANK, NJ
Past
March 21, 2001 - December 31, 2004
PRIME CAPITAL SERVICES, INC.
BD
CRD#: 18334
POUGHKEEPSIE, NY
Past
September 23, 1992 - March 22, 2001
INVESTMENT ADVISORS & CONSULTANTS, INC.
BD
CRD#: 7996
WEST LONG BRANCH, NJ
Past
November 22, 1991 - September 28, 1992
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
December 16, 1987 - November 25, 1991
WORLD INVESTMENTS, LLC
BD
CRD#: 20626
LINCROFT, NJ
Past
April 13, 1987 - November 20, 1987
STUART STONE & CO., LLC
BD
CRD#: 18190
Past
May 9, 1985 - May 1, 1987
FOCUS SECURITIES, INC.
BD
CRD#: 15023
Past
March 1, 1983 - May 14, 1985
CARDELL & ASSOCIATES, INCORPORATED
BD
CRD#: 7700
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(7/31/2006)
IAR
Florida(11/6/2020)
RR
New Jersey(8/1/2006)
IAR
New Jersey(8/4/2006)
RR
New York(7/31/2006)
RR
North Carolina(5/23/2008)
IAR
North Carolina(5/23/2008)
RR
South Carolina(11/25/2008)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
WI
WORLD INVESTMENTS, LLC
COLTS NECK WHY T&T SECURITIES, INC. | WORLD INVESTMENTS, LLC | WORLD INVESTMENTS, INC. | WORLD ADVISORY SERVICES | TFS WEALTH MANAGEMENT | TFS SECURITIES, INC. | TFS POTFOLIO ADVISORY SERVICES | TFS PORTFOLIO ADVISORY SERVICES,DIVISION OF TFS SECURITIES, INC. | TFS PORTFOLIO ADVISORY SERVICES, A DIVISION OF TFS SECURITIES, INC. | TFS PORTFOLIO ADVISORY SERVICES | TFS ADVISORY SERVICES | NASD SPELLING ERROR - POTFOLIO SHOULD BE PORTFOLIO | INNOVATIVE MARKET TRENDS | FREEMAN & VANNAUKER | FFP WEALTH MANAGEMENT
CRD#: 20626 / SEC#: 801-56426, 8-38377
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information
Main Address
437 Newman Springs Road, Lincroft, NJ 07738
Mailing Address
437 Newman Springs Road, Lincroft, NJ 07738
Phone number
(732) 758-9300
Established
New Jersey since 09/30/2025
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
217
FINRA licenses (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,697 |
| AUM (Assets Under Management) | $ 1,734,780,346 |
Disclosures
| Regulatory Event | 3 |
| Arbitration | 2 |
| Bond | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
