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KC

Kevin A. Crowe

WORLD INVESTMENTS
Brooklyn, NY 11234
Some features on this profile are disabled
CRD#: 1623534
KC

Professional summary

Kevin Allen Crowe, who also goes by Kevin Allen Crowe, is a registered financial professional 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kevin Allen Crowe

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kevin Allen Crowe's CRS (Customer Relationship Summary).
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®
None

Experience

Current

June 13, 2023 - Present

WORLD INVESTMENTS, LLC

Office #1: 2018 Ralph Avenue, Brooklyn, NY 11234
BD
CRD#: 20626
Brooklyn, NY
Past

March 14, 2023 - June 22, 2023

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Brooklyn, NY
Past

August 6, 2019 - March 15, 2023

WORLD INVESTMENTS, LLC

BD
CRD#: 20626
Brooklyn, NY
Past

February 14, 2018 - August 29, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
BROOKLYN, NY
Past

July 20, 2005 - February 14, 2018

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
BROOKLYN, NY
Past

June 12, 1997 - July 20, 2005

21ST CENTURY FINANCIAL SERVICES, INC.

BD
CRD#: 42750
EAST MEADOW, NY
Past

April 17, 1997 - June 9, 1997

NORTHEAST SECURITIES, LLC

BD
CRD#: 25996
MITCHELFIELD, NY
Past

August 4, 1994 - April 10, 1997

JARON EQUITIES CORP.

BD
CRD#: 5764
HICKSVILLE, NY
Past

April 5, 1991 - August 12, 1994

CROSSLAND INVESTOR SERVICES CORP.

BD
CRD#: 23677
Past

August 31, 1990 - September 28, 1990

FINANCIAL HORIZONS SECURITIES CORPORATION

BD
CRD#: 20221

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

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

State Security Law Exam
RR
Series 63
Date: 9/11/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/30/1990
Investment Company Products/Variable Contracts Representative Examination
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts4,697
AUM (Assets Under Management)$ 1,734,780,346

Disclosures

Regulatory Event3
Arbitration2
Bond1

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 INVESTMENTS, LLC

CRD#: 20626Brooklyn, NY 11234

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