World Investments, LLC

Broker-DealerFINRA MemberEst. 1987
Total AUM
—
Advisory reps
332
Avg account
$0

Firm details

Headquarters
Lincroft, New Jersey
CRD number
20626
Registered since
September 24, 1987
Website
www.wealthtfs.com

Firm profile

FINTRX

Overview

World Investments, LLC operates as a limited liability company organized as an insurance broker-dealer and has been SEC-registered since 1987. Ownership is structured to include a domestic entity alongside an individual owner. The firm does not position itself as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 98%, Cash & Cash Equivalents 2%98%
  • Other98%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 16
  • James Mcquaid

    James Mcquaid

    Independent ContractorCRD 5742979

  • Nathan Garrison

    Nathan Garrison

    Senior Vice President and Chief Investment OfficerCRD 5883742

  • Jennifer Tanck

    Jennifer Tanck

    Executive Vice President & COOCRD 4159179

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Contacts

3 of 316
  • Daniel Taormina

    Daniel Taormina

    Investment Advisor RepresentativeCRD 5676352

  • Ryan Gensicke

    Ryan Gensicke

    Managing DirectorCRD 5681407

  • Nicholas Magone

    Nicholas Magone

    Vice PresidentCRD 5876753

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Lincroft, NJ

Monmouth

Location

Lincroft, NJ

Headquartered in Lincroft, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Monmouth
Address
437 Newman Springs Rd
Time zone
ET (UTC-5)
Office locations

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