World Investment Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

208512

SEC number

801-96193

Firm type

RIA

Assets under management

$71.6B as of Mar 31, 2026

Website

x.com/PensionmarkM ↗

Phone

800-833-1862

Address

437 Newman Springs Road, Lincroft, NJ, 07738

Advisors at this firm

278 in our index · page 3 of 6

• Derek G HassenpflugCRD 4367836 · Cincinnati, OH
  IA RegisteredBroker
• Susan Kay HixsonCRD 6603729 · Cohasset, MA
  IA RegisteredBroker
• Joseph Austin HoffmanCRD 4828349 · Austin, TX
  IA RegisteredBroker
• James Douglas HollyCRD 850144 · Laguna Niguel, CA
  IA RegisteredBroker
• Julia Aleksandrovna HooperCRD 6237567 · Brentwood, TN
  IA RegisteredBroker
• Shelly Ann HorwitzCRD 4101551 · Johns Creek, GA
  IA RegisteredBroker
• Michael Charles HulettCRD 2400340 · Plymouth, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Drenna Symonds JonesCRD 6568087 · Burlington, VT
  IA Registered
• Claire Lee JacksonCRD 4956528 · Auburn, ME
  IA RegisteredBroker
• William James KentonCRD 1954205 · Waukesha, WI
  IA RegisteredBroker
• John Christopher KimCRD 4781735 · San Ramon, CA
  IA RegisteredBroker
• Gregory James KingCRD 6409663 · Waukesha, WI
  IA RegisteredRegistration inactive
• Shaun Trevyr KingCRD 5158184 · Burlington, VT
  IA Registered
• Harold James KlumbachCRD 1816654 · Staten Island, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Kevin Eugene KohlerCRD 1651758 · Harrisburg, PA
  IA RegisteredBroker
• Jason Nmn KolinskyCRD 5569547 · Ramsey, NJ
  IA RegisteredBroker
• Steven Ira KolinskyCRD 1090913 · Ramsey, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Paul William KurzonCRD 3064443 · Old Bridge, NJ
  IA RegisteredBroker
• Gregory Conibear KutrowCRD 2562174 · Wilmington, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Tracie KarrCRD 4578621 · Fayetteville, AR
  IA RegisteredBroker
• William Clay KendallCRD 4623401 · Rogers, AR
  IA RegisteredBroker
• George F KilbornCRD 1477767 · Providence, RI
  IA Registered
  Disclosure event(s) on record
• Molly KnappCRD 3147116 · San Mateo, CA
  IA RegisteredRegistration inactive
• Chad Nmn KolinskyCRD 6414638 · Ramsey, NJ
  IA RegisteredBroker
• Michele Marie LantzCRD 2164612 · Lancaster, CA
  IA RegisteredRegistration inactive
• Colleen Mary LatchicCRD 4810189 · Harleysville, PA
  IA RegisteredRegistration inactive
• Melanie Lynn LavigneCRD 4207224 · Nashua, NH
  IA RegisteredRegistration inactive
• David Alton LessnerCRD 5053906 · Westborough, MA
  IA RegisteredBroker
• Mark Kenneth LessnerCRD 2265668 · Westborough, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Peggy LoganCRD 4254770 · Newfoundland, NJ
  IA RegisteredBroker
• Rick Frank LorenceCRD 4727485 · Little Rock, AR
  IA RegisteredRegistration inactive
• Nathaniel John LouderbackCRD 4715879 · Austin, TX
  IA RegisteredBroker
• James Antonio LydayCRD 2286235 · Brentwood, TN
  IA RegisteredBroker
• Kyle Adam LacroixCRD 6538977 · Fayetteville, AR
  IA RegisteredBroker
  Disclosure event(s) on record
• Katherine MachCRD 5973447 · Fort Mill, SC
  IA RegisteredBroker
• Michael Anthony MaglioccoCRD 4233438 · Newfield, NJ
  IA RegisteredBroker
• Nicholas Joseph MagoneCRD 5876753 · Parsippany, NJ
  IA RegisteredBroker
• Nick MagoneCRD 2778027 · Parsippany, NJ
  IA RegisteredBroker
• Andrew Paul MargolinCRD 4743742 · Jericho, NY
  IA RegisteredBroker
• James Daniel McafeeCRD 2533860 · Ambler, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Sean Robert MccannCRD 1459677 · Westborough, MA
  IA RegisteredBroker
• Timothy Dennis McgrathCRD 2457062 · Waukesha, WI
  IA RegisteredBroker
• Sean Michael McmullenCRD 5962891 · Bedford, NH
  IA Registered
• Jay MehtaCRD 4180384 · Fairview, NJ
  IA RegisteredBroker
• Jay A MevorahCRD 4271309 · Plainfield, NJ
  IA RegisteredBroker
• Luke MingCRD 7064550 · Bakersfield, CA
  IA Registered
• Thomas Dean MingCRD 4885949 · Lincroft, NJ
  IA Registered
• Theresa Ann MitchellCRD 6102776 · Scotch Plains, NJ
  IA RegisteredBroker
• Gerald MorlitzCRD 2293709 · Lake Worth, FL
  IA RegisteredBroker
• Michael Emmett MorrisCRD 1887409 · Cleves, OH
  IA Registered
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.