AK
Anatoly Khait
WORLD INVESTMENTS
New York, NY 10001
Some features on this profile are disabled
CRD#: 4270741
AK
Professional summary
Anatoly Khait, who also goes by Tony Khait, is a registered financial advisor currently at WORLD INVESTMENTS, LLC located in New York, New York.
Anatoly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Anatoly has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tony Khait
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.
ECO-TAX INC.
2709 CONEY ISLAND AVENUE, LOWER LEVEL, BROOKLYN, NY 11235
CPA/PRESIDENT
START - 5/01/2002
PROVIDE TAX AND ACCOUNTING SERVICES TO INDIVIDUALS AND SMALL BUSINESS OWNERS.
120 HOURS PER MONTH TO 150 HRS PER MONTH - BY EMAIL.
INDEPENDENT INSURANCE AGENT
2709 CONEY ISLAND AVENUE, LOWER LEVEL, BROOKLYN, NY 11235
INSURANCE AGENT
START - 12/20/2008
2 HOURS PER MONTH
SALES OF FIXED INSURANCE
CRS (Client Relationship Summary) - BD
Click below to view Anatoly Khait'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
February 12, 2014 - Present
WORLD INVESTMENTS, LLC
Office #1: 276 5th Avenue, New York, NY 10001Office #2: 3121 Ocean Avenue Suite 303, Brooklyn, NY 11235BD
CRD#: 20626
New York, NY
Current
February 11, 2014 - Present
WORLD INVESTMENTS, LLC
Office #1: 276 5th Avenue, New York, NY 10001Office #2: 3121 Ocean Avenue Suite 303, Brooklyn, NY 11235BD
CRD#: 20626
New York, NY
Past
September 20, 2012 - February 11, 2014
FIRST ALLIED ADVISORY SERVICES, INC.
RIA
CRD#: 137888
STATEN ISLAND, NY
Past
February 25, 2011 - February 5, 2014
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
STATEN ISLAND, NY
Past
June 18, 2010 - December 14, 2010
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
BROOKLYN, NY
Past
January 21, 2009 - December 14, 2010
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
BROOKLYN, NY
Past
January 19, 2004 - December 31, 2008
INVESTORS CAPITAL CORP.
BD
CRD#: 30613
BROOKLYN, NY
Past
October 24, 2001 - April 23, 2002
JOSEPH STEVENS & CO., INC.
BD
CRD#: 35459
BROOKLYN, NY
Past
May 18, 2001 - August 17, 2001
SANDS BROTHERS & CO., LTD.
BD
CRD#: 26816
NEW YORK, NY
Past
September 25, 2000 - February 13, 2001
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
September 25, 2000 - February 13, 2001
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
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(2/11/2014)
RR
California(2/11/2014)
IAR
California(2/18/2016)
RR
Connecticut(2/18/2014)
IAR
Connecticut(5/3/2018)
IAR
District of Columbia(5/31/2018)
RR
Florida(2/11/2014)
IAR
Florida(2/22/2016)
RR
Georgia(2/11/2014)
IAR
Georgia(3/30/2023)
RR
Illinois(2/11/2014)
IAR
Illinois(5/3/2018)
RR
Louisiana(5/30/2014)
RR
Maryland(2/11/2014)
IAR
Massachusetts(7/24/2018)
IAR
Michigan(5/3/2018)
RR
Minnesota(2/11/2014)
IAR
Minnesota(12/8/2017)
RR
Nebraska(9/6/2016)
RR
Nevada(10/14/2015)
RR
New Jersey(2/11/2014)
IAR
New Jersey(2/12/2014)
RR
New Mexico(8/21/2017)
RR
New York(2/11/2014)
IAR
New York(3/5/2021)
RR
North Carolina(1/13/2015)
RR
Ohio(3/11/2014)
IAR
Ohio(5/4/2018)
RR
Oregon(10/13/2014)
IAR
Oregon(8/17/2021)
IAR
Texas(5/3/2018)
RR
Texas(11/3/2021)
RR
Virginia(2/11/2014)
RR
Washington(8/11/2014)
IAR
Washington(5/3/2018)
RR
Wisconsin(4/23/2014)
IAR
Wisconsin(12/9/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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.
