SK
Steven I. Kolinsky
WORLD INVESTMENT ADVISORS
Ramsey, NJ 07446
Some features on this profile are disabled
CRD#: 1090913
SK
Professional summary
Steven Ira Kolinsky, who also goes by Steven Kolinsky, is a registered financial advisor currently at WORLD INVESTMENT ADVISORS, LLC located in Ramsey, New Jersey and WORLD INVESTMENTS, LLC located in Ramsey, New Jersey.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Steven has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Steven Kolinsky
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.
1. KWM TPA Services; Non-Investment Related; 500 North Franklin Turnpike, Suite 104 Ramsey, NJ 07446; TPA Pension Services; Owner; 1/1/2018; 5 hours per month; 0 hours during trading hours; Pension plan administration - plan servicing, 5500 reports and statement management reports. 2. Non-Variable Insurance; Invesment Related; 500 North Franklin Turnpike, Suite 104 Ramsey, NJ 07446; Non-Variable Insurance and Annuities; 4/1/2025; 2 hours per month; 2 hours during trading hours; Sales and Service of Non-Variable Insurance and Annuities;
CRS (Client Relationship Summary) - RIA
Click below to view Steven Ira Kolinsky'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®
NoneExperience
Current
May 8, 2025 - Present
WORLD INVESTMENT ADVISORS, LLC
Office #1: 500 N Franklin Turnpike, Suite 104, Ramsey, NJ 07446RIA
CRD#: 208512
Ramsey, NJ
Current
April 2, 2025 - Present
WORLD INVESTMENTS, LLC
Office #1: 500 North Franklin Turnpike, Suite 104, Ramsey, NJ 07446BD
CRD#: 20626
Ramsey, NJ
Past
January 21, 2020 - April 1, 2025
THE STRATEGIC FINANCIAL ALLIANCE, INC.
BD
CRD#: 126514
Ramsey, NJ
Past
April 9, 2013 - January 17, 2020
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
Ramsey, NJ
Past
June 16, 2011 - September 18, 2025
KOLINSKY WEALTH MANAGEMENT, LLC
RIA
CRD#: 153763
RAMSEY, NJ
Past
March 30, 2011 - April 8, 2013
ALLIED BEACON PARTNERS, INC.
BD
CRD#: 46227
WOODCLIFF LAKE, NJ
Past
November 5, 2010 - December 6, 2010
INVESTORS CAPITAL CORP.
BD
CRD#: 30613
WOODCLIFF LAKE, NJ
Past
June 29, 2010 - November 30, 2010
KOLINSKY WEALTH MANAGEMENT, LLC
RIA
CRD#: 153763
WOODCLIFF LAKE, NJ
Past
June 2, 2008 - April 29, 2010
OSAIC WEALTH, INC.
RIA
CRD#: 23131
WOODCLIFF, NJ
Past
May 30, 2008 - April 29, 2010
OSAIC WEALTH, INC.
BD
CRD#: 23131
WOODCLIFF, NJ
Past
October 4, 2005 - June 3, 2008
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
WOODCLIFF LAKE, NJ
Past
February 9, 2001 - June 3, 2008
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
WOODCLIFF LAKE, NJ
Past
February 2, 1995 - February 13, 2001
NATHAN & LEWIS SECURITIES, INC.
BD
CRD#: 8503
NEW YORK, NY
Past
November 29, 1993 - August 4, 1995
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
Past
April 17, 1993 - November 29, 1993
VP DISTRIBUTORS LLC
BD
CRD#: 3036
HARTFORD, CT
Past
November 25, 1983 - April 6, 2000
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WI
WORLD INVESTMENT ADVISORS, LLC
AIAS RETIREMENT | ZWC ASSET MANAGEMENT | ZOSH WILLIAMS COSTA ASSET MANAGEMENT GROUP | WRIGHT CONSULTING PARTNERS, LLC | WORLD PRIVATE CLIENT GROUP | WORLD INVESTMENTS | WORLD INVESTMENT ADVISORY SERVICES | WORLD INVESTMENT ADVISORS, LLC | WORLD INVESTMENT ADVISORS - BAY AREA | WORLD INVESTMENT ADVISORS | WORLD INVESTMENT | WORLD ADVISORY SERVICES | WORLD ADVISORS | WEDCO FINANCIAL SERVICES | WEALTHPATH INVESTMENT ADVISORS, LLC | WEALTH BRIDGE ADVISORY SERVICES | WD PENSIONMARK | WASHCO FINANCIAL | VIRGILIO WEALTH MANAGEMENT | VALTREND, LLC | TWENTYFOUR INVESTMENTS | TUTTON INSURANCE | TUTTON FINANCIAL | TOWER ROCK ADVISORS | TOTAL WEALTH MANAGEMENT | TODAY FOR TOMORROW, INC. | THE WRIGHT GROUP | THE HOGAN FINANCIAL GROUP | THE HAMILTON GROUP | THE CERATO GROUP | TFT FINANCIAL & ESTATE SERVICES | TCG WEALTH MANAGEMENT | T(K)G PENSIONMARK | SYNERGY FINANCIAL SERVICES | SWM PRIVATE CLIENT ADVISORS | SWM ADVISORS | SOURJOHN-KIM RETIREMENT SOLUTIONS | SEVENHILLS PARTNERS, INC. | SEVENHILLS BENEFIT PARTNERS | SEVEN HILLS, A PENSIONMARK RETIREMENT FIRM | SEQUOIA CONSULTING GROUP | ROGERS FINANCIAL GROUP, INC. | RETIRE COASTAL CAROLINA | REDWOOD FINANCIAL, LLC | REDSTONE ADVISORS, LLC | REBORN FINANCIAL SERVICES | RAVANI RETIREMENT & WEALTH SOLUTIONS | QUANTUM FINANCIAL CONSULTANTS | PTG WEALTH ADVISORS | POTOMAC FINANCIAL SERVICES | POINT VANTAGE FINANCIAL SERVICES, LLC | PFG INVESTMENT ADVISORS | PENSIONMARK WEALTH MANAGEMENT | PENSIONMARK WEALTH ADVISORS | PENSIONMARK RETIREMENT GROUP | PENSIONMARK RETIREMENT ADVISORS | PENSIONMARK INVESTMENT ADVISORS | PENSIONMARK FINANCIAL GROUP, LLC | PENSIONMARK FINANCIAL ADVISORS | PENSION INSIGHT | PATTERSON, TURNER & ASSOCIATES, LLC | ONPOINT WEALTH PARTNERS | NOVAWEALTH | NEW LEVEL INVESTMENT STRATEGIES | NEW ENGLAND WEALTH ADVISORS | NABTI FINANCIAL | MY PERSONAL FINANCIAL ADVISOR | MHK FINANCIAL | MERIDIEN PENSIONMARK | MERIDIEN FINANCIAL GROUP, INC. | MERIDIEN BENEFITS, INC. | MCAFEE WEALTH ADVISORY | MBI WEALTH MANAGEMENT | MBI INVESTMENT ADVISORS | M EMPLOYEE BENEFITS | LIBERTAS FINANCIAL GROUP | L.R. WEBBER ASSOCIATES, INC. | KOLINSKY WEALTH MANAGEMENT, LLC | KAINOS PARTNERS, A PENSIONMARK RETIREMENT FIRM | KAINOS PARTNERS | INTEGRITY TAX AND FINANCIAL | HWM | HORIZON 2K FINANCIAL PLANNING | HOLTMAN FINANCIAL SERVICES, INC. | HICKOK & BOARDMAN RETIREMENT SOLUTIONS | HEALEY & ASSOCIATES, INC. | HCI FINANCIAL SERVICES, LLC | HAWAII WESTERN INVESTMENT SERVICES | GPS FINANCIAL MANAGEMENT INCORPORATED | FREEMAN & VANNAUKER | FRANKLIN WEALTH SERVICES | FPN STRATEGIC WEALTH MANAGEMENT, INC. | FINANCIAL SOLUTIONS, LLC | FINANCIAL SOLUTIONS | FINANCIAL POTENTIAL WEALTH MANAGEMENT | FINANCIAL PLANNING CONCEPTS OF AMERICA (FPCA), INC | FINANCIAL PLANNING CONCEPTS OF AMERICA | FINANCIAL INDEPENDENCE ADVISORS | FINANCIAL DESIGN & MANAGEMENT, INC. | FIDUCIARY WEALTH MANAGEMENT | FIDUCIARY RETIREMENT ADVISORY GROUP, LLC | FFP WEALTH MANAGEMENT | EXPERIENTIAL WEALTH | EPIC LIFE WEALTH MANAGEMENT | ENDEAVOR RISK ADVISORS | ECM GROUP, LLC | DCS PENSIONMARK RETIREMENT GROUP | CREATIVE FINANCIAL MANAGEMENT | COTA STREET INVESTMENT MANAGEMENT | COTA STREET ASSET MANAGEMENT | COTA ST. INVESTMENT MANAGEMENT | COMPASS CORPORATE RETIREMENT SOLUTIONS | CLOUDBREAK FINANCIAL | CLEARVIEW 401(K) CONSULTANTS | CHAITANYA S. PATEL INC | CAMPANIA WEALTH MANAGEMENT | CALIFORNIA CORPORATE RETIREMENT SERVICES | CALIFORNIA CORPORATE BENEFITS INSURANCE SERVICES | BRIAMONTE WEALTH MANAGEMENT | BOSTON HARBOR WEALTH ADVISORS, LLC | BENEFITMARK | BD FINANCIAL SERVICES | AXIOS ADVISORY GROUP, LTD. | ASSUREDPARTNERS NORTHEAST | ASSUREDPARTNERS | ASSURED PARTNERS COLORADO | ASSURE FINANCIAL SERVICES | ASSET STRATEGY PENSIONMARK | ASSET STRATEGY CONSULTANTS, LLC | ASSET STRATEGY ADVISORS | ASHKA & ASSOCIATES | ASCENSION | ARK FINANCIAL SOLUTIONS, LLC | AJ FUTURE FINANCIAL PLANNERS, INC.
CRD#: 208512 / SEC#: 801-96193
RIA
Registered Investment Advisory firm - (5/6/2015 Approved)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
Arizona(5/13/2025)
RR
California(4/2/2025)
RR
Colorado(4/2/2025)
RR
Connecticut(5/8/2025)
RR
Delaware(5/14/2025)
RR
Florida(4/3/2025)
RR
Georgia(4/3/2025)
RR
Maryland(5/8/2025)
RR
Massachusetts(6/26/2025)
RR
New Jersey(5/8/2025)
IAR
New Jersey(5/8/2025)
RR
New York(5/13/2025)
RR
North Carolina(5/9/2025)
RR
Pennsylvania(5/13/2025)
RR
South Carolina(4/2/2025)
RR
Vermont(4/2/2025)
RR
Virginia(5/14/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
WI
WORLD INVESTMENT ADVISORS, LLC
AIAS RETIREMENT | ZWC ASSET MANAGEMENT | ZOSH WILLIAMS COSTA ASSET MANAGEMENT GROUP | WRIGHT CONSULTING PARTNERS, LLC | WORLD PRIVATE CLIENT GROUP | WORLD INVESTMENTS | WORLD INVESTMENT ADVISORY SERVICES | WORLD INVESTMENT ADVISORS, LLC | WORLD INVESTMENT ADVISORS - BAY AREA | WORLD INVESTMENT ADVISORS | WORLD INVESTMENT | WORLD ADVISORY SERVICES | WORLD ADVISORS | WEDCO FINANCIAL SERVICES | WEALTHPATH INVESTMENT ADVISORS, LLC | WEALTH BRIDGE ADVISORY SERVICES | WD PENSIONMARK | WASHCO FINANCIAL | VIRGILIO WEALTH MANAGEMENT | VALTREND, LLC | TWENTYFOUR INVESTMENTS | TUTTON INSURANCE | TUTTON FINANCIAL | TOWER ROCK ADVISORS | TOTAL WEALTH MANAGEMENT | TODAY FOR TOMORROW, INC. | THE WRIGHT GROUP | THE HOGAN FINANCIAL GROUP | THE HAMILTON GROUP | THE CERATO GROUP | TFT FINANCIAL & ESTATE SERVICES | TCG WEALTH MANAGEMENT | T(K)G PENSIONMARK | SYNERGY FINANCIAL SERVICES | SWM PRIVATE CLIENT ADVISORS | SWM ADVISORS | SOURJOHN-KIM RETIREMENT SOLUTIONS | SEVENHILLS PARTNERS, INC. | SEVENHILLS BENEFIT PARTNERS | SEVEN HILLS, A PENSIONMARK RETIREMENT FIRM | SEQUOIA CONSULTING GROUP | ROGERS FINANCIAL GROUP, INC. | RETIRE COASTAL CAROLINA | REDWOOD FINANCIAL, LLC | REDSTONE ADVISORS, LLC | REBORN FINANCIAL SERVICES | RAVANI RETIREMENT & WEALTH SOLUTIONS | QUANTUM FINANCIAL CONSULTANTS | PTG WEALTH ADVISORS | POTOMAC FINANCIAL SERVICES | POINT VANTAGE FINANCIAL SERVICES, LLC | PFG INVESTMENT ADVISORS | PENSIONMARK WEALTH MANAGEMENT | PENSIONMARK WEALTH ADVISORS | PENSIONMARK RETIREMENT GROUP | PENSIONMARK RETIREMENT ADVISORS | PENSIONMARK INVESTMENT ADVISORS | PENSIONMARK FINANCIAL GROUP, LLC | PENSIONMARK FINANCIAL ADVISORS | PENSION INSIGHT | PATTERSON, TURNER & ASSOCIATES, LLC | ONPOINT WEALTH PARTNERS | NOVAWEALTH | NEW LEVEL INVESTMENT STRATEGIES | NEW ENGLAND WEALTH ADVISORS | NABTI FINANCIAL | MY PERSONAL FINANCIAL ADVISOR | MHK FINANCIAL | MERIDIEN PENSIONMARK | MERIDIEN FINANCIAL GROUP, INC. | MERIDIEN BENEFITS, INC. | MCAFEE WEALTH ADVISORY | MBI WEALTH MANAGEMENT | MBI INVESTMENT ADVISORS | M EMPLOYEE BENEFITS | LIBERTAS FINANCIAL GROUP | L.R. WEBBER ASSOCIATES, INC. | KOLINSKY WEALTH MANAGEMENT, LLC | KAINOS PARTNERS, A PENSIONMARK RETIREMENT FIRM | KAINOS PARTNERS | INTEGRITY TAX AND FINANCIAL | HWM | HORIZON 2K FINANCIAL PLANNING | HOLTMAN FINANCIAL SERVICES, INC. | HICKOK & BOARDMAN RETIREMENT SOLUTIONS | HEALEY & ASSOCIATES, INC. | HCI FINANCIAL SERVICES, LLC | HAWAII WESTERN INVESTMENT SERVICES | GPS FINANCIAL MANAGEMENT INCORPORATED | FREEMAN & VANNAUKER | FRANKLIN WEALTH SERVICES | FPN STRATEGIC WEALTH MANAGEMENT, INC. | FINANCIAL SOLUTIONS, LLC | FINANCIAL SOLUTIONS | FINANCIAL POTENTIAL WEALTH MANAGEMENT | FINANCIAL PLANNING CONCEPTS OF AMERICA (FPCA), INC | FINANCIAL PLANNING CONCEPTS OF AMERICA | FINANCIAL INDEPENDENCE ADVISORS | FINANCIAL DESIGN & MANAGEMENT, INC. | FIDUCIARY WEALTH MANAGEMENT | FIDUCIARY RETIREMENT ADVISORY GROUP, LLC | FFP WEALTH MANAGEMENT | EXPERIENTIAL WEALTH | EPIC LIFE WEALTH MANAGEMENT | ENDEAVOR RISK ADVISORS | ECM GROUP, LLC | DCS PENSIONMARK RETIREMENT GROUP | CREATIVE FINANCIAL MANAGEMENT | COTA STREET INVESTMENT MANAGEMENT | COTA STREET ASSET MANAGEMENT | COTA ST. INVESTMENT MANAGEMENT | COMPASS CORPORATE RETIREMENT SOLUTIONS | CLOUDBREAK FINANCIAL | CLEARVIEW 401(K) CONSULTANTS | CHAITANYA S. PATEL INC | CAMPANIA WEALTH MANAGEMENT | CALIFORNIA CORPORATE RETIREMENT SERVICES | CALIFORNIA CORPORATE BENEFITS INSURANCE SERVICES | BRIAMONTE WEALTH MANAGEMENT | BOSTON HARBOR WEALTH ADVISORS, LLC | BENEFITMARK | BD FINANCIAL SERVICES | AXIOS ADVISORY GROUP, LTD. | ASSUREDPARTNERS NORTHEAST | ASSUREDPARTNERS | ASSURED PARTNERS COLORADO | ASSURE FINANCIAL SERVICES | ASSET STRATEGY PENSIONMARK | ASSET STRATEGY CONSULTANTS, LLC | ASSET STRATEGY ADVISORS | ASHKA & ASSOCIATES | ASCENSION | ARK FINANCIAL SOLUTIONS, LLC | AJ FUTURE FINANCIAL PLANNERS, INC.
CRD#: 208512 / SEC#: 801-96193
RIA
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Contact information
Main Address
24 E. Cota Street Suite 200, Santa Barbara, CA 93101
Mailing Address
Phone number
(888) 201-5488
Established
Firm type
Fiscal year end
# of Employees
413
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 25,897 |
| AUM (Assets Under Management) | $ 56,284,395,644 |
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.
