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Kevin Crowe

WORLD INVESTMENTS
Brooklyn, NY
·CRD# 1623534·36 years experience

Professional Summary

Kevin Crowe, who also goes by Kevin Allen Crowe, is a registered financial advisor currently at WORLD INVESTMENTS, LLC located in Brooklyn, New York. Kevin is registered as a RR (Registered Representative) and started their career in finance in 1990. Kevin has worked at 9 firms and has passed the Series 63, SIE and Series 6 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kevin Allen Crowe

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

36 years in the financial services industry

Current & Past Employments

WORLD INVESTMENTS, LLC·CRD# 20626
BD
2018 Ralph Avenue, Brooklyn, NY 11234
June 13, 2023 - Present
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Brooklyn, NY
March 14, 2023 - June 22, 2023
WORLD INVESTMENTS, LLC·CRD# 20626
BD
Brooklyn, NY
August 6, 2019 - March 15, 2023
LPL FINANCIAL LLC·CRD# 6413
BD
Brooklyn, NY
February 14, 2018 - August 29, 2019
INVEST FINANCIAL CORPORATION·CRD# 12984
BD
Brooklyn, NY
July 20, 2005 - February 14, 2018
21ST CENTURY FINANCIAL SERVICES, INC.·CRD# 42750
BD
East Meadow, NY
June 12, 1997 - July 20, 2005
NORTHEAST SECURITIES, LLC·CRD# 25996
BD
Mitchelfield, NY
April 17, 1997 - June 9, 1997
JARON EQUITIES CORP.·CRD# 5764
BD
Hicksville, NY
August 4, 1994 - April 10, 1997
CROSSLAND INVESTOR SERVICES CORP.·CRD# 23677
BD
April 5, 1991 - August 12, 1994
FINANCIAL HORIZONS SECURITIES CORPORATION·CRD# 20221
BD
August 31, 1990 - September 28, 1990

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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)

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)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

WORLD ADVISORY SERVICES ADV PART 2 FIRM BROCHURE 2025 (3/31/2025)

Direct owners and executive officers

NamePositionCRD#
WIA CORPORATE BUYER, LLCSHAREHOLDER—
CARTER, ANA ROUMENOVAFINOP4424794
CURLEY, JONATHAN EPRESIDENT827148
TOOLE, BARRY PCCO3142901

Regulatory Assets Under Management

Total Number of Accounts

4,697

AUM (Assets Under Management)

$1,734,780,346

Disclosures

Regulatory Event

4

Arbitration

2

Bond

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Connecticut
(6/13/2023)
RR
Florida
(6/13/2023)
RR
Georgia
(6/13/2023)
RR
Maryland
(6/13/2023)
RR
New Jersey
(6/13/2023)
RR
New York
(6/13/2023)
RR
North Carolina
(6/13/2023)
RR
South Carolina
(6/13/2023)
RR
Texas
(6/13/2023)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1990About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 1990About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Kevin Crowe's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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