Margaret Wierzbicki
WORLD INVESTMENTS
South Orange, NJ 07079
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CRD#: 4234071
Professional summary
Margaret Wierzbicki, CFP® is a registered financial advisor currently at WORLD INVESTMENTS, LLC located in South Orange, New Jersey.
Margaret is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Margaret has worked at 1 firm and has passed the Series 63, 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.
MARGARET WIERZBICKI CPA 10 SLOAN ST, SOUTH ORANGE, NJ 07079 OWNER - 9/1/1996 INVESTMENT RELATED TAX AND ACCOUNTING PRACTICE COMMENCING SEPTEMBER 2000, I BEGAN PROVIDING INVESTMENT SERVICES TO MY TAX CLIENTS. TAX PREPARATION AND PLANNING 100 HRS MONTH/60 HRS DURING MKT HRS WORLD/TFS INSURANCE 437 NEWMAN SPRINGS RD, LINCROFT, NJ 07738 INSURANCE AGENT - 1/1/2025 INVESTMENT RELATED SALES AND SERVICE ON NON-VARIABLE INSURANCE & ANNUITIES 1 HR MONTH/1 HRS MONTH DURING MKT HRS ROSS ANGLIM ANGELINI & CO 775 MOUNTAIN BLVD., WATCHUNG, NJ 07069 ACCOUNTANT - 1/1996 INVESTMENT RELATED ACCOUNTING FIRM/TAX PREPARATION 40 HRS MONTH/36 HRS MONTH DURING MKT HRS RENTAL PROPERTY 8 ACORN STREET, WARETOWN, NJ SINGLE FAMILY RENTAL OWNER - 9/18/2025 COLLECT RENT, MANAGE PROPERTY AND PAY BILLS 1 HRS MONTH/0 HRS MONTH DURING MKT HRS CONTINGENT GUARDIAN 9/18/2025 GUARDIAN OF TAX CLIENT. I DO NOT PROVIDE ANY FINANCIAL PLANNING ADVICE TO HER. 0 HRS MONTH/0 HRS MONTH DURING MKT HRS
CRS (Client Relationship Summary) - BD
Click below to view Margaret Wierzbicki'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: 2012
Experience
Current
June 5, 2012 - Present
WORLD INVESTMENTS, LLC
Office #1: 10 Sloan Street, Suite 4, South Orange, NJ 07079BD
CRD#: 20626
South Orange, NJ
Current
August 23, 2000 - Present
WORLD INVESTMENTS, LLC
Office #1: 10 Sloan Street, Suite 4, South Orange, NJ 07079BD
CRD#: 20626
South Orange, 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
Florida(6/24/2016)
RR
New Jersey(8/23/2000)
IAR
New Jersey(6/5/2012)
RR
North Carolina(9/29/2010)
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.
