TH
Thomas P. Hyland
WORLD INVESTMENTS
Princeton, NJ 08550
Some features on this profile are disabled
CRD#: 1523873
TH
Professional summary
Thomas Patrick Hyland SR, who also goes by Thomas Patrick Hyland, is a registered financial advisor currently at WORLD INVESTMENTS, LLC located in Princeton, New Jersey and WORLD INVESTMENT ADVISORS, LLC located in Lincroft, New Jersey.
Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Thomas has worked at 5 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, Series 79TO, SIE, Series 7, Series 53, Series 27 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Thomas Patrick Hyland
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. TFS INSURANCE AGENCY, INC., (DBA WORLD LIFE AND ANNUITY BROKERAGE); INVESTMENT RELATED; 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738; NON-VARIABLE INSURANCE AND ANNUITIES; 10/2/2023; 40 HOURS PER MONTH; 40 HOURS DURING TRADING HOURS; SALES AND SERVICE OF NON-VARIABLE INSURANCE AND ANNUTITIES. 2. BLUEROCK MORTGAGE; INVESTMENT RELATED; 1120 CAMPUS DRIVE, MORGANVILLE, NJ 07751; RESIDENTIAL MORTAGE BROKERAGE; LOAN OFFICER; 7/1/2025; 3 HOURS PER MONTH; 1 HOUR DURING TRADING HOURS; EDUCATING CONSUMERS ABOUT MORTGAGE SOLUTIONS AND ORGINATING MORTGAGE APPLICATIONS. 3. NEW TFS HOLDINGS, INC.; INVESTMENT RELATED; 318 OCEAN AVE SEA BRIGHT, NJ 07760; HOLDING COMPANY FOR STOCK; PRESIDENT/OWNER; 10/2/2023; 1 HOUR PER MONTH; 1 HOUR DURING TRADING HOURS; HOLDING COMPANY FOR STOCK. 4. TFS WEALTH MANAGEMENT GROUP 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 START - 1/01/2011 DIRECTOR/FINANCIAL ADVISOR MARKETING AND SALES SUPPORT FOR FINANCIAL ADVISORS; WEALTH MANAGEMENT AND INVESTMENT ADVISORY SERVICES FOR RETAIL CLIENTS; SALES OF VARIOUS FINANCIAL PRODUCTS TO RETAIL CLIENTS. COMMISSIONS ON FINANCIAL PRODUCT SALES; INVESTMENT ADVISORY FEES, MANAGEMENT OVERRIDES AND BONUSES PAID FROM TFS COMPANIES. 5. TOMORROW'S FINANCIAL SERVICES, INC. DBA TFS WEALTH MANAGAEMENT; INVESTMENT RELATED; 437 NEWMAN SPRINGS RD. LINCROFT, NJ 07738; WEALTH MANAGEMENT AND FINANCIAL PLANNING; PRESIDENT; 10/2/2023; 40 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; PROVIDE WEALTH MANAGEMENT AND FINANCIAL PLANNING FOR RETAIL CLIENTS. MANAGING AND TRAINING OTHER WEALTH MANAGEMENT ADVISORS. 6. MAVERICK MANAGEMENT ENTERPRISES, LLC; INVESTMENT RELATED; 4783 OVERLOOK DRIVE NE, ST. PETERSBURG, FL 33703; RESIDENTIAL REAL ESTATE ;MANAGING MEMBER; 3/1/2020; 2 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; RESIDENTIAL REAL ESTATE PROPERTY OWNER AND MANAGER. 7. GRIFFIN MANAGEMENT UNLIMITED, LLC; INVESETMENT RELATED;318 OCEAN AVENUE SEA BRIGHT, NJ 07760; RESIDENTIAL REAL ESTATE; MANAGING MEMBER; 5/1/2021; 2 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; RESIDENTIAL REAL ESTATE PROPERTY OWNER AND MANAGER. 8. ORBITAL MANAGEMENT, LLC; INVESTMENT RELATED; 318 OCEAN AVENUE SEA BRIGHT, NJ 07760; RESIDENTIAL REAL ESTATE; MANAGING MEMBER; 9/1/2020; 2 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; RESIDENTIAL REAL ESTATE PROPERTY OWNER AND MANAGER. 9. SUNSET RIVER MANAGEMENT, LLC; NON-INVESTMENT RELATED; 318 OCEAN AVENUE SEA BRIGHT, NJ 07760; RESIDENTIAL REAL ESTATE; MANAGING MEMBER; 9/1/2016; 2 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; RESIDENTIAL REAL ESTATE PROPERTY OWNER AND MANAGER. 10. SFT MANAGEMENT LTD.; NON-INVESTMENT RELATED; 4378 NEWMAN SPRINGS ROAD LINCROFT, NJ 07738; COMMERCIAL REAL ESTATE; GENERAL PARTNER; 10/2/2023; 5 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; COMMERICAL REAL ESTATE PROPERTY OWNER AND MANAGER 11. NAVESINK MANAGEMENT ENTERPRISES LLC; Investment Related; 318 Ocean Ave; Sea Bright, NJ 07760; Real Estate Management Company formed to acquire property; Managing Member; 8/22/2025; 1 hour per month; 0 hours during trading hours. Owing and managing a small commercial building for personal use.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Patrick Hyland SR'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 3, 2008 - Present
WORLD INVESTMENTS, LLC
Office #1: 5 Independence Way - Suite 300, Princeton, NJ 08550Office #2: 437 Newman Springs Road, Lincroft, NJ 07738Office #3: 1118 Snyder Road, Perkiomenville, PA 18074Office #5: 639 Lacey Road, Suite 1, Forked River, NJ 08731Office #7: 14 East Washington Street Suite 410, Orlando, FL 32801Office #10: 437 Newman Springs Rd, Lincroft, NJ 07738BD
CRD#: 20626
Princeton, NJ
Current
July 22, 2025 - Present
WORLD INVESTMENT ADVISORS, LLC
Office #1: 437 Newman Springs Road, Lincroft, NJ 07738RIA
CRD#: 208512
Lincroft, NJ
Current
December 2, 1987 - Present
WORLD INVESTMENTS, LLC
Office #1: 5 Independence Way - Suite 300, Princeton, NJ 08550Office #2: 437 Newman Springs Road, Lincroft, NJ 07738Office #3: 1118 Snyder Road, Perkiomenville, PA 18074Office #5: 639 Lacey Road, Suite 1, Forked River, NJ 08731Office #7: 14 East Washington Street Suite 410, Orlando, FL 32801Office #10: 437 Newman Springs Road, Lincroft, NJ 07738BD
CRD#: 20626
Princeton, NJ
Past
July 14, 1987 - December 7, 1987
MONARCH INVESTMENTS INC.
BD
CRD#: 18208
Past
April 29, 1987 - February 10, 1988
STUART STONE & CO., LLC
BD
CRD#: 18190
Past
August 19, 1986 - March 12, 1987
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC.
BD
CRD#: 7404
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
Alabama(6/1/2000)
RR
Alaska(6/4/1999)
RR
Arizona(7/23/1999)
RR
Arkansas(4/6/2000)
RR
California(1/9/1990)
IAR
California(1/28/2010)
RR
Colorado(11/10/1995)
IAR
Colorado(1/29/2010)
RR
Connecticut(5/21/1999)
IAR
Connecticut(2/16/2010)
RR
Delaware(9/11/1989)
IAR
Delaware(1/28/2010)
RR
District of Columbia(7/27/1999)
RR
Florida(9/9/1988)
IAR
Florida(2/1/2010)
RR
Georgia(4/20/1999)
IAR
Georgia(1/29/2010)
RR
Hawaii(8/11/2000)
RR
Idaho(4/3/2002)
RR
Illinois(3/24/2000)
IAR
Illinois(1/28/2010)
RR
Indiana(11/16/1993)
RR
Iowa(9/22/1989)
RR
Kansas(6/25/1993)
RR
Kentucky(11/23/1999)
RR
Louisiana(4/3/2002)
RR
Maine(6/6/2000)
RR
Maryland(1/25/1994)
IAR
Maryland(3/17/2010)
RR
Massachusetts(9/1/1994)
RR
Michigan(6/21/2000)
RR
Minnesota(8/8/1990)
RR
Mississippi(9/28/2000)
RR
Missouri(5/30/2000)
RR
Montana(3/8/1994)
IAR
Montana(11/16/2010)
RR
Nebraska(7/5/2002)
RR
Nevada(6/22/1999)
RR
New Hampshire(5/31/2000)
RR
New Jersey(12/8/1987)
IAR
New Jersey(1/3/2008)
RR
New Mexico(5/18/2000)
RR
New York(1/25/1988)
IAR
New York(6/12/2021)
RR
North Carolina(9/14/1992)
IAR
North Carolina(2/3/2010)
RR
North Dakota(7/5/2002)
RR
Ohio(5/1/2000)
RR
Oklahoma(4/28/2000)
RR
Oregon(6/30/2000)
IAR
Oregon(1/28/2010)
RR
Pennsylvania(9/11/1989)
IAR
Pennsylvania(1/29/2010)
RR
Puerto Rico(1/26/2000)
RR
Rhode Island(5/17/1999)
RR
South Carolina(11/29/1993)
IAR
South Carolina(1/29/2010)
RR
South Dakota(4/3/2002)
IAR
South Dakota(9/29/2011)
RR
Tennessee(3/24/2000)
RR
Texas(7/19/1988)
RR
Utah(1/25/2001)
IAR
Utah(8/15/2011)
RR
Vermont(9/21/1999)
RR
Virginia(1/9/1990)
IAR
Virginia(1/28/2010)
RR
Washington(1/4/2000)
RR
West Virginia(6/1/1999)
RR
Wisconsin(5/5/2000)
RR
Wyoming(7/5/2002)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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.
Company Information
WORLD INVESTMENT ADVISORS, LLC
CRD#: 208512Princeton, NJ 08550TRUST BUT VERIFY
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Contact information
xxxxx@xxxx.xxx
