Financial ADVSR advisor directory · SEC adviser records
World Investment Advisors, LLC financial advisors in New York
Every SEC-registered investment adviser representative at a World Investment Advisors, LLC office in New York, by city and A to Z.
The short answer
15 registered advisors work at World Investment Advisors, LLC in New York, out of 322 nationwide; it's the firm's number 5 state by advisors, and the most are in New York (8). 1 list the CFP designation and 7 are also registered broker representatives.
World Investment Advisors, LLC advisors by city in New York
Every firm in New York →New York 8Rye Brook 2Forest Hills 1Holliswood 1Jericho 1Liverpool 1Monroe 1Newburgh 1Pittsford 1Rockville Centre 1
World Investment Advisors, LLC advisors in New York, A to Z
Search by name →- Salvatore D. CeravoloForest Hills
- Michael A. ConnorsNewburgh
- Jamie L. FrankelNew York
- John F. Geffert IVLiverpool
- David J. GoldsteinRockville Centre
- Richard HabibStaten Island · Certified Financial Planner, Chartered Financial Consultant
- Cameron B. HudsonNew York
- Nickolas R. LapointeNewburgh
- Andrew P. MargolinJericho
- Justin J. NewhardNew York
- Ryan P. OtooleNew York
- Jim D. PonchaHolliswood
- Nicholas J. RussoPittsford · Chartered Financial Analyst
- Connor V. ScherzerNew York
- Conor P. UsseryNew York
World Investment Advisors, LLC advisors in every state →World Investment Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
World Investment Advisors, LLC in other states
New Jersey 114California 28Ohio 19Massachusetts 18Texas 18Pennsylvania 17Arkansas 11Florida 10Wisconsin 9Virginia 8Arizona 7New Hampshire 6Colorado 4Rhode Island 4South Carolina 4Vermont 4Georgia 3Illinois 3Maryland 3Tennessee 3
Questions
How many World Investment Advisors, LLC financial advisors are in New York?
15 investment adviser representatives are registered at World Investment Advisors, LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 322 at the firm nationwide. 1 list the CFP designation and 7 are also registered as broker representatives.
Where in New York does World Investment Advisors, LLC have the most advisors?
New York, with 8, then Rye Brook (2). World Investment Advisors, LLC has advisors in 10 cities in New York.
How do I check a World Investment Advisors, LLC advisor in New York?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the World Investment Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.