AC
Anthony Casazza
WORLD INVESTMENTS
Woodbridge, NJ 07095
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CRD#: 2925376
AC
Professional summary
Anthony Casazza is a registered financial advisor currently at WORLD INVESTMENTS, LLC located in Woodbridge, New Jersey.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Anthony has worked at 1 firm and has passed the Series 65, SIE and Series 6 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.
1. TFS INSURANCE AGENCY, INC. 437 NEWMAN SPRINGS RD, LINCROFT, NJ 07738 VARIOUS PRODUCTS AND CARRIERS. 2. JOHN UR, EA 150 MAIN STREET, P.O. BOX 863, WOODBRIDGE, NJ 07095 TAX ACCOUNTING DUTIES/TAX PREP/BOOKKEEPING SUPERVISING ACCOUNTING STAFF COMP IS ON HOURLY BASIS PAID DIRECTLY BY JOHN UR BY CHECK. 3. TFS ADVISORY SERVICES 150 MAIN ST., PO BOX 863, WOODBRIDGE, NJ 07095 START - JANUARY 2014 INVESTMENT REPRESENTATIVE SELL INVESTMENT ADVISORY SERVICES TO SUITABLE CLIENTS. REFER CLIENTS TO MONEY MANAGERS AND MONITOR ACTIVITY. FEES ARE BASED ON ASSETS UNDER MANAGEMENT. 4. CASAZZA & UR PUBLIC ACCOUNTANTS, LLC 150 MAIN ST., PO BOX 863, WOODBRIDGE, NJ 07095 START - JANUARY 2010 PARTNER - ACCOUNTANT LIFE & HEALTH, MUTUAL FUNDS, ANNUITIES, INVESTMENT ADVISORY SERVICES. ACCOUNTING FIRM THAT PROVIDES TAX, ACCOUNTING AND MANAGEMENT SERVICES ALONG WITH FINANCIAL SERVICES. COMPENSATION IS FEE FOR SERVICE EXCEPT FINANCIAL SERVICES BASED ON COMMISSION. 5. 150 MAIN STREET ASSOC LLC MEMBER/GENERAL PARTNER 50% - RENTAL REAL ESTATE START 11/12/2021 LANDLORD FOR CASAZZA AND UR AND RESIDENTIAL RENTAL REAL ESTATE INVESTMENT TO BUILD UP EQUITY AND TO INCREASE THE AVAILABLE SPACE FOR OFFICE APROX. 5 HRS/MONTH DEVOTED/0 HRS DURING MARKET
CRS (Client Relationship Summary) - BD
Click below to view Anthony Casazza'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
August 31, 2006 - Present
WORLD INVESTMENTS, LLC
Office #1: 150 Main Street, Woodbridge, NJ 07095BD
CRD#: 20626
Woodbridge, NJ
Current
November 24, 1997 - Present
WORLD INVESTMENTS, LLC
Office #1: 150 Main Street, Woodbridge, NJ 07095BD
CRD#: 20626
Woodbridge, NJ
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
New Jersey(11/24/1997)
IAR
New Jersey(8/31/2006)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)
Regulatory assets under management
| Total Number of Accounts | 4,697 |
| AUM (Assets Under Management) | $ 1,734,780,346 |
Disclosures
| Regulatory Event | 3 |
| Arbitration | 2 |
| Bond | 1 |
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.
