MD
Melanie J. Doering
WORLD INVESTMENTS
Princeton, NJ 08550
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CRD#: 1276253
MD
Professional summary
Melanie Jo Doering is a registered financial advisor currently at WORLD INVESTMENTS, LLC located in Princeton, New Jersey and WORLD INVESTMENT ADVISORS, LLC located in Princeton, New Jersey.
Melanie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Melanie has worked at 11 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
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.
TOTAL WEALTH MANAGEMENT 5 INDEPENDENCE WAY, SUITE 300, PRINCETON, NJ 08550 OWNER/TAX ADVISOR - 8/3/2001 INVESTMENT RELATED TAX PREPARATION AND CONTINUING EDUCATION FOR RTRP FROM FEB - APRIL 65 HRS MONTH/18 HRS DURING MKT HRS UNDERWRITERS MARKETING SERVICE 100 CENTURY PARKWAY, SUITE 240, MT. LAUREL, NJ 08054 INSURANCE AGENT - 6/1/2008 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE AND ANNUITIES, AND HEALTH -MEDICARE SUPPLEMENT 20 HRS MONTH/10 HRS DURING MKT HRS BLUEROCK MORTGAGE, LLC 1120 CAMPUS DRIVE, MORGANVILLE, NJ 07751 LOAN OFFICER/MORTGAGE ORIGINATOR - 7/1/2025 INVESTMENT RELATED ACTING AS A LICENSED MORTGAGE ORIGINATOR ON A PART-TIME BASIS, AS A COMPLIMENT TO MY CURRENT WEALTH MANAGEMENT BUSINESS. PROVIDE RESIDENTIAL MORTGAGE LOANS TO EXISTING CLIENTS AND REVERSE LOANS AVAILABLE; FOLLOW THROUGH WITH MORTGAGE FROM OPEN TO CLOSE 5 HRS MONTH/0 HRS DURING MKT HRS WORLD/TFS INSURANCE 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 INSURANCE AGENT - 6/1/2020 INVESMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE AND ANNUITIES 10 HRS MONTH/5 HRS DURING MKT HRS
CRS (Client Relationship Summary) - RIA
Click below to view Melanie Jo Doering'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
January 19, 2011 - Present
WORLD INVESTMENTS, LLC
Office #1: 5 Independence Way - Suite 300, Princeton, NJ 08550BD
CRD#: 20626
Princeton, NJ
Current
October 23, 2025 - Present
WORLD INVESTMENT ADVISORS, LLC
Office #1: 5 Independence Way Suite 300, Princeton, NJ 08540RIA
CRD#: 208512
PRINCETON, NJ
Current
January 19, 2011 - Present
WORLD INVESTMENTS, LLC
Office #1: 5 Independence Way - Suite 300, Princeton, NJ 08550BD
CRD#: 20626
Princeton, NJ
Past
June 2, 2008 - December 31, 2010
INVESTORS CAPITAL CORP.
RIA
CRD#: 30613
PRINCETON, NJ
Past
November 25, 2003 - December 31, 2010
INVESTORS CAPITAL CORP.
BD
CRD#: 30613
PRINCETON, NJ
Past
April 20, 2000 - December 15, 2003
PRIME CAPITAL SERVICES, INC.
BD
CRD#: 18334
POUGHKEEPSIE, NY
Past
March 25, 1999 - March 6, 2000
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Past
October 15, 1997 - February 17, 1999
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Past
April 1, 1996 - April 23, 1996
FMG SECURITIES CORP.
BD
CRD#: 38092
Past
June 20, 1994 - September 1, 1994
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
July 20, 1992 - August 20, 1993
ELECTRONIC TRADING SYSTEMS, L.P.
BD
CRD#: 28022
Past
April 28, 1988 - July 20, 1990
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
September 19, 1985 - February 23, 1988
CREDIT SUISSE SECURITIES (USA) LLC
BD
CRD#: 816
Past
June 20, 1984 - February 27, 1985
SOUTHMARK FINANCIAL SERVICES, INC.
BD
CRD#: 6518
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
California(5/29/2014)
IAR
California(5/30/2014)
RR
Delaware(11/24/2015)
RR
District of Columbia(5/9/2022)
IAR
District of Columbia(5/25/2022)
RR
Florida(10/8/2013)
IAR
Florida(10/10/2013)
RR
Maryland(1/19/2011)
RR
Nevada(9/7/2021)
IAR
Nevada(9/15/2021)
RR
New Jersey(1/19/2011)
IAR
New Jersey(1/19/2011)
RR
New York(1/19/2011)
RR
Pennsylvania(12/20/2024)
RR
South Carolina(12/10/2015)
RR
Texas(1/19/2011)
RR
Virginia(1/28/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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.
Company Information
WORLD INVESTMENT ADVISORS, LLC
CRD#: 208512Princeton, NJ 08550TRUST BUT VERIFY
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Contact information
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