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 4 of 6

• James David MoyesCRD 5135222 · Lehi, UT
  IA RegisteredBroker
• Brian Joseph MulkeenCRD 830870 · Monroe, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• William Bechtel MackCRD 6987461 · Denver, CO
  IA Registered
• Shannon Cheri MainCRD 2618544 · Irvine, CA
  IA RegisteredRegistration inactive
• Robert Joseph MarcickiewiczCRD 7548557 · Shrewsbury, NJ
  IA RegisteredBroker
• Jonathan MartinezCRD 6705725 · Irvine, CA
  IA Registered
• William Corey MclemoreCRD 5984330 · Little Rock, AR
  IA RegisteredBroker
• Nabih George NabtiCRD 1461243 · Reston, VA
  IA RegisteredRegistration inactive
• Frank P NardiCRD 4041572 · Totowa, NJ
  IA RegisteredBroker
• Keith Walter NecklenCRD 2187740 · Bayonne, NJ
  IA RegisteredBroker
• Jaron Dale NemesCRD 5113487 · Atkinson, NH
  IA RegisteredRegistration inactive
• Joseph Timothy NilsenCRD 6686280 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Theresa Ann NistCRD 3181553 · Lincroft, NJ
  IA RegisteredBroker
• Ricky Raymond NovickCRD 3068134 · New York, NY
  IA RegisteredBroker
• Jeffrey NelsonCRD 2318677 · Germantown, WI
  IA RegisteredBroker
• Robert NortonCRD 1101524 · Berwyn, PA
  IA Registered
  Disclosure event(s) on record
• Connor Douglas O'learyCRD 5934891 · Columbus, OH
  IA RegisteredBroker
• Sean Francis OflahertyCRD 2162057 · Eagle, ID
  IA Registered
  Disclosure event(s) on record
• Dennis Ross OltorikCRD 2303275 · Blue Ash, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Ryan Scott OltorikCRD 6480264 · Blue Ash, OH
  IA RegisteredBroker
• William Payne Adams OrrCRD 1984094 · Montgomery, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Ryan Patrick OtooleCRD 6417292 · New York, NY
  IA RegisteredRegistration inactive
• Richard Harry PanchookianCRD 1814861 · Orlando, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Bipin PatelCRD 4663333 · East Brunswick, NJ
  IA RegisteredBroker
• Chaitanya Suresh PatelCRD 4509550 · Metuchen, NJ
  IA RegisteredBroker
• Paul J. PhelanCRD 4497717 · Rockville, MD
  IA RegisteredBroker
• Christopher D PhillipsCRD 4476818 · San Mataeo, CA
  IA RegisteredRegistration inactive
• Jim Dinshaw PonchaCRD 2243358 · Holliswood, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Sidney PoretskyCRD 365860 · Lincroft, NJ
  IA RegisteredBroker
• Gerald Lee PreschuttiCRD 5613533 · Berwyn, PA
  IA RegisteredBroker
• David Andrew ParkerCRD 1447326 · Rye Brook, NY
  IA RegisteredBroker
• Mikko John PassanantiCRD 3225652 · Warwick, RI
  IA RegisteredBroker
• Shaun D. PattersonCRD 2064684 · Columbus, OH
  IA RegisteredBroker
• Joe Anthony RamonCRD 4328785 · Garden Ridge, TX
  IA RegisteredBroker
• Walter RapkaCRD 3175053 · Wall Township, NJ
  IA RegisteredBroker
• Robert Edward RecchiaCRD 801806 · San Diego, CA
  IA RegisteredRegistration inactive
• John W RehonicCRD 2493720 · Union City, NJ
  IA RegisteredBroker
• Mark Thomas RidgewayCRD 2517673 · Fayetteville, AR
  IA Registered
• William John RobertsCRD 2627689 · Lincroft, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Rogelio RochaCRD 2474509 · Los Angeles, CA
  IA RegisteredBroker
• Gregory Robert RochteCRD 1633581 · Columbus, OH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Samuel John RodioCRD 5534906 · Hammonton, NJ
  IA RegisteredBroker
• Michael James RodriguezCRD 4664175 · Garden Ridge, TX
  IA Registered
• Mark H RoszkowskiCRD 2403358 · Wildwood Crest, NJ
  IA RegisteredBroker
• Patrick Daniel RothCRD 2642697 · Vienna, VA
  IA RegisteredRegistration inactive
• Donald Marcel RoyCRD 1426311 · Bedford, NH
  IA RegisteredBroker
• David A RadocciaCRD 1442962 · Warwick, RI
  IA RegisteredBroker
• Christopher T RawleyCRD 4143620 · Limerick, PA
  IA Registered
• John William RehonicCRD 7654773 · Union City, NJ
  IA RegisteredBroker
• Karen Ann RobinsonCRD 7154252 · Warwick, RI
  IA RegisteredBroker

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.