SP
Sidney Poretsky
WORLD INVESTMENT ADVISORS
Lincroft, NJ 07738
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CRD#: 365860
SP
Sidney PoretskyWORLD INVESTMENT ADVISORS
Professional summary
Sidney Poretsky, CFP® is a registered financial advisor currently at WORLD INVESTMENT ADVISORS, LLC located in Lincroft, New Jersey and WORLD INVESTMENTS, LLC located in Lincroft, New Jersey.
Sidney is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1971. Sidney has worked at 9 firms and has passed the Series 63, Series 7TO, SIE, Series 1 and Series 24 exams.
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.
World Insurance; Investment Related; 437 Newman Springs Road Lincroft, NJ 07738; Non-Variable Insurance & Annuities; Insurance Agent; 06/26/2025; 20 hours per month; 20 hours during trading hours; Sales and service of non-variable insurance and annuities.
CRS (Client Relationship Summary) - RIA
Click below to view Sidney Poretsky'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®
CFP®
Start date: 1984
Experience
Current
July 14, 2025 - Present
WORLD INVESTMENT ADVISORS, LLC
Office #1: 437 Newman Springs Road, Lincroft, NJ 07738RIA
CRD#: 208512
Lincroft, NJ
Current
December 18, 1987 - Present
WORLD INVESTMENTS, LLC
Office #1: 437 Newman Springs Road, Lincroft, NJ 07738BD
CRD#: 20626
LINCROFT, NJ
Past
December 14, 2005 - December 3, 2025
WORLD INVESTMENTS, LLC
RIA
CRD#: 20626
RED BANK, NJ
Past
July 24, 1987 - December 24, 1987
MONARCH INVESTMENTS INC.
BD
CRD#: 18208
Past
January 29, 1987 - July 25, 1987
STUART STONE & CO., LLC
BD
CRD#: 18190
Past
November 8, 1985 - January 28, 1987
FOCUS SECURITIES, INC.
BD
CRD#: 15023
Past
March 9, 1979 - November 21, 1985
CARDELL & ASSOCIATES, INCORPORATED
BD
CRD#: 7700
Past
October 8, 1976 - April 5, 1979
INDEPENDENT FINANCIAL PLANNERS CORPORATION
BD
CRD#: 653
Past
September 28, 1972 - November 17, 1976
PIEDMONT CAPITAL CORPORATION
BD
CRD#: 711
Past
December 1, 1971 - November 13, 1972
PENNSYLVANIA EQUITIES CORPORATION
BD
CRD#: 371
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 | THE HOGAN FINANCIAL GROUP | THE HAMILTON GROUP | THE CERATO GROUP | TFT FINANCIAL & ESTATE SERVICES | TFS WEALTH MANAGEMENT | TCG WEALTH MANAGEMENT, THE CERATO GROUP | TCG WEALTH MANAGEMENT | T(K)G PENSIONMARK | SYNERGY FINANCIAL SERVICES | SWM PRIVATE CLIENT ADVISORS | SWM ADVISORS | SUNRISE FINANCIAL PLANNING | STRATEGIC ASSET MANAGEMENT | SOURJOHN-KIM RETIREMENT SOLUTIONS | SMITH & SMITH PUBLIC ACCOUNTANTS, LLC | SHEPARD & WALTON EMPLOYEE BENEFITS | SEVENHILLS PARTNERS, INC. | SEVENHILLS BENEFIT PARTNERS | SEVEN HILLS, A PENSIONMARK RETIREMENT FIRM | SEQUOIA CONSULTING GROUP | SCHULER ASSOCIATES | SALVATORE CERAVOLO CPA | RSW FINANCIAL CONSULTING | ROGERS FINANCIAL GROUP, INC. | RETIRE COASTAL CAROLINA | REDWOOD FINANCIAL, LLC | REDSTONE ADVISORS, LLC | REBORN FINANCIAL SERVICES | RAVANI RETIREMENT & WEALTH SOLUTIONS | RAPKA & RAPKA CPA'S | QUANTUM FINANCIAL CONSULTANTS | PTG WEALTH ADVISORS | PTC & ASSOCIATES FINANCIAL SERVICES | PROFESSIONAL FINANCIAL SERVICES, LTD | POTOMAC FINANCIAL SERVICES | POINT VANTAGE FINANCIAL SERVICES, LLC | PFG INVESTMENT ADVISORS | PENSIONMARK WEALTH MANAGEMENT | PENSIONMARK WEALTH ADVISORS | PENSIONMARK RETIREMENT GROUP | PENSIONMARK RETIREMENT ADVISORS | PENSIONMARK MERIDIEN | PENSIONMARK INVESTMENT ADVISORS | PENSIONMARK FINANCIAL GROUP, LLC | PENSIONMARK FINANCIAL ADVISORS | PENSION INSIGHT | PEGGY LOGAN, CPA | PATTERSON, TURNER & ASSOCIATES, LLC | ONPOINT WEALTH PARTNERS | NOVAWEALTH | NORMAN SCHNEIDER, CPA | NL FINANCIAL SERVICES | NEW LEVEL INVESTMENT STRATEGIES | NEW HORIZONS WEALTH MANAGEMENT, LLC | NEW ENGLAND WEALTH ADVISORS | NARDI & SHARMA LLC | 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 | MAX BUSSEL & CO. FINANCIAL GROUP | MAS STRATEGIC WEALTH MANAGEMENT | MARGARET WIERZBICKI CPA, CFP | M EMPLOYEE BENEFITS | LOGAN & LOGAN, CPAS | LIBERTAS FINANCIAL GROUP | LEONARD ZIMMERMAN, CPA | LACHOWICZ & COMPANY, LLC | L.R. WEBBER ASSOCIATES, INC. | KOLINSKY WEALTH MANAGEMENT, LLC | KAINOS PARTNERS, A PENSIONMARK RETIREMENT FIRM | KAINOS PARTNERS | JWR FINANCIAL SERVICES | INTEGRITY TAX AND FINANCIAL | HWM | HORIZON 2K FINANCIAL PLANNING | HOOVER & RUTHER FINANCIAL SERVICES | HOLTMAN FINANCIAL SERVICES, INC. | HICKOK & BOARDMAN RETIREMENT SOLUTIONS | HEALEY & ASSOCIATES, INC. | HCI FINANCIAL SERVICES, LLC | HAWAII WESTERN INVESTMENT SERVICES | HARMONY POINT WEALTH ADVISORS | GPS FINANCIAL MANAGEMENT INCORPORATED | GANDOLFI FINANCIAL SERVICES | 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 | ED HULSE FINANCIAL CONSULTING | 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 | CASAZZA AND UR CPAS | CAMPANILE & ASSOCIATES | CAMPANIA WEALTH MANAGEMENT | CALIFORNIA CORPORATE RETIREMENT SERVICES | CALIFORNIA CORPORATE BENEFITS INSURANCE SERVICES | BRIAMONTE WEALTH MANAGEMENT | BOSTON HARBOR WEALTH ADVISORS, LLC | BIPIN PATEL FINANCIAL SERVICES | BERRY, VERDUIN & KOCH 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
Arizona(2/14/2001)
RR
California(8/4/2000)
RR
Florida(7/14/1998)
RR
Indiana(7/2/2010)
RR
Maine(9/28/2004)
RR
Maryland(1/8/1999)
RR
Massachusetts(5/12/1998)
RR
Minnesota(2/28/2023)
RR
New Jersey(12/18/1987)
IAR
New Jersey(7/14/2025)
RR
New York(1/7/1999)
RR
North Carolina(1/7/2019)
RR
Ohio(1/3/2011)
RR
Pennsylvania(5/12/1998)
RR
South Carolina(9/26/2006)
RR
Texas(5/13/1998)
RR
Utah(10/20/2022)
RR
Vermont(10/1/2021)
RR
Virginia(7/24/2001)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Passed: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
WI
WORLD INVESTMENT ADVISORS, LLC
AIAS RETIREMENT | THE HOGAN FINANCIAL GROUP | THE HAMILTON GROUP | THE CERATO GROUP | TFT FINANCIAL & ESTATE SERVICES | TFS WEALTH MANAGEMENT | TCG WEALTH MANAGEMENT, THE CERATO GROUP | TCG WEALTH MANAGEMENT | T(K)G PENSIONMARK | SYNERGY FINANCIAL SERVICES | SWM PRIVATE CLIENT ADVISORS | SWM ADVISORS | SUNRISE FINANCIAL PLANNING | STRATEGIC ASSET MANAGEMENT | SOURJOHN-KIM RETIREMENT SOLUTIONS | SMITH & SMITH PUBLIC ACCOUNTANTS, LLC | SHEPARD & WALTON EMPLOYEE BENEFITS | SEVENHILLS PARTNERS, INC. | SEVENHILLS BENEFIT PARTNERS | SEVEN HILLS, A PENSIONMARK RETIREMENT FIRM | SEQUOIA CONSULTING GROUP | SCHULER ASSOCIATES | SALVATORE CERAVOLO CPA | RSW FINANCIAL CONSULTING | ROGERS FINANCIAL GROUP, INC. | RETIRE COASTAL CAROLINA | REDWOOD FINANCIAL, LLC | REDSTONE ADVISORS, LLC | REBORN FINANCIAL SERVICES | RAVANI RETIREMENT & WEALTH SOLUTIONS | RAPKA & RAPKA CPA'S | QUANTUM FINANCIAL CONSULTANTS | PTG WEALTH ADVISORS | PTC & ASSOCIATES FINANCIAL SERVICES | PROFESSIONAL FINANCIAL SERVICES, LTD | POTOMAC FINANCIAL SERVICES | POINT VANTAGE FINANCIAL SERVICES, LLC | PFG INVESTMENT ADVISORS | PENSIONMARK WEALTH MANAGEMENT | PENSIONMARK WEALTH ADVISORS | PENSIONMARK RETIREMENT GROUP | PENSIONMARK RETIREMENT ADVISORS | PENSIONMARK MERIDIEN | PENSIONMARK INVESTMENT ADVISORS | PENSIONMARK FINANCIAL GROUP, LLC | PENSIONMARK FINANCIAL ADVISORS | PENSION INSIGHT | PEGGY LOGAN, CPA | PATTERSON, TURNER & ASSOCIATES, LLC | ONPOINT WEALTH PARTNERS | NOVAWEALTH | NORMAN SCHNEIDER, CPA | NL FINANCIAL SERVICES | NEW LEVEL INVESTMENT STRATEGIES | NEW HORIZONS WEALTH MANAGEMENT, LLC | NEW ENGLAND WEALTH ADVISORS | NARDI & SHARMA LLC | 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 | MAX BUSSEL & CO. FINANCIAL GROUP | MAS STRATEGIC WEALTH MANAGEMENT | MARGARET WIERZBICKI CPA, CFP | M EMPLOYEE BENEFITS | LOGAN & LOGAN, CPAS | LIBERTAS FINANCIAL GROUP | LEONARD ZIMMERMAN, CPA | LACHOWICZ & COMPANY, LLC | L.R. WEBBER ASSOCIATES, INC. | KOLINSKY WEALTH MANAGEMENT, LLC | KAINOS PARTNERS, A PENSIONMARK RETIREMENT FIRM | KAINOS PARTNERS | JWR FINANCIAL SERVICES | INTEGRITY TAX AND FINANCIAL | HWM | HORIZON 2K FINANCIAL PLANNING | HOOVER & RUTHER FINANCIAL SERVICES | HOLTMAN FINANCIAL SERVICES, INC. | HICKOK & BOARDMAN RETIREMENT SOLUTIONS | HEALEY & ASSOCIATES, INC. | HCI FINANCIAL SERVICES, LLC | HAWAII WESTERN INVESTMENT SERVICES | HARMONY POINT WEALTH ADVISORS | GPS FINANCIAL MANAGEMENT INCORPORATED | GANDOLFI FINANCIAL SERVICES | 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 | ED HULSE FINANCIAL CONSULTING | 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 | CASAZZA AND UR CPAS | CAMPANILE & ASSOCIATES | CAMPANIA WEALTH MANAGEMENT | CALIFORNIA CORPORATE RETIREMENT SERVICES | CALIFORNIA CORPORATE BENEFITS INSURANCE SERVICES | BRIAMONTE WEALTH MANAGEMENT | BOSTON HARBOR WEALTH ADVISORS, LLC | BIPIN PATEL FINANCIAL SERVICES | BERRY, VERDUIN & KOCH 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)Loading...
Contact information
Main Address
437 Newman Springs Road, Lincroft, NJ 07738
Mailing Address
Phone number
(800) 833-1862
Established
Firm type
Fiscal year end
# of Employees
615
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 35,849 |
| AUM (Assets Under Management) | $ 71,641,184,639 |
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.
