Thomas C. Corley

WORLD INVESTMENTS

Aberdeen, NJ 07747

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CRD#: 4814354

Professional summary

Thomas Christopher Corley, CFP® is a registered financial advisor currently at WORLD INVESTMENTS, LLC located in Aberdeen, New Jersey.

Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Thomas has worked at 3 firms and has passed the Series 63, SIE, Series 7 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.

CEREFICE & CO-CPA FIRM / ACCOUNTING PRACTICE 675 Line Road Suite 1B Aberdeen, NJ 07747 PHONE 732-382-3800 NON-INVESTMENT RELATED SINCE 12/2003 SEVEN EMPLOYEES (OTHER THAN MYSELF)50%; IRREVOCABLE LIFE INS TRUST -TRUSTEE OVER BANK ACCOUNT -385 B RT 18, E BRUNSWICK, NJ 08816 -O% -NOT INV RELATED; SELLS LIFE, HEALTH, ANNUITIES AND LONG TERM CARE INSURANCE; DBA; RICH HABITS INSTITUTE AUTHOR, BOOK SALES

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Thomas Christopher Corley'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®

CFP^®

Certified Financial Planner

Experience

Current

October 12, 2011 - Present

WORLD INVESTMENTS, LLC

Office #1: 675 Line Road Suite 1b, Aberdeen, NJ 07747

CRD#: 20626

Aberdeen, NJ

Current

October 12, 2011 - Present

WORLD INVESTMENTS, LLC

Office #1: 675 Line Road Suite 1b, Aberdeen, NJ 07747

CRD#: 20626

Aberdeen, NJ

Past

September 22, 2009 - September 29, 2011

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

RAHWAY, NJ

Past

August 28, 2009 - September 29, 2011

CETERA WEALTH SERVICES, LLC

CRD#: 13572

RAHWAY, NJ

Past

August 23, 2006 - September 10, 2009

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

RAHWAY, NJ

Past

January 31, 2005 - August 2, 2006

WORLD INVESTMENTS, LLC

CRD#: 20626

RAHWAY, 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.

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

Florida
(10/16/2012)

IAR

Florida
(1/20/2022)

New Jersey
(10/12/2011)

IAR

New Jersey
(10/12/2011)

IAR

New York
(1/19/2022)

New York
(3/4/2025)

Tennessee
(8/27/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 11/4/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/23/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/29/2005

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

WORLD INVESTMENTS, LLC

CRD#: 20626 / SEC#: 801-56426, 8-38377

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)

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

Name	Position	CRD#
WIA CORPORATE BUYER, LLC	SHAREHOLDER
CARTER, ANA ROUMENOVA	FINOP	4424794
CURLEY, JONATHAN E	PRESIDENT	827148
TOOLE, BARRY P	CCO	3142901

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.

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Firm Stability Insights

Thomas C. Corley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Thomas Christopher Corley's CRS (Customer Relationship Summary).

Certified licenses

Experience

WORLD INVESTMENTS, LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

ALLSTATE FINANCIAL SERVICES, LLC

WORLD INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/4/2006

SIE

Date: 10/1/2018

Series 7

Date: 1/23/2008

Series 6

Date: 1/29/2005

FINRA

Current Firm

WORLD INVESTMENTS, LLC

Contact information

FINRA licenses (52 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

WORLD INVESTMENTS, LLC

TRUST BUT VERIFY

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