WORLD INVESTMENTS, LLC
Firm details
- Headquarters
- LINCROFT, New Jersey
- CRD number
- 20626
- Registered since
- September 24, 1987
- Website
- www.wealthtfs.com
Firm profile
FINTRXOverview
World Investments, LLC is organized as a limited liability company and is classified as an insurance broker‑dealer. The entity has been SEC‑registered since 1987. Data indicate the firm is not positioned as a capital allocator, does not present itself as a multi‑state adviser, and is not flagged as an active ESG investor or pension consultant. Owner structure is listed as a mix of a domestic entity and an individual.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other98%
- Cash & Cash Equivalents2%
Owners & executives
3 of 16MICHAEL WOODS
Chief Growth OfficerCRD 2453768
TROY HAMMOND
CEOCRD 2254232
JONATHAN CURLEY
Global Chief Compliance OfficerCRD 827148
Contacts
3 of 319GERALD PRESCHUTTI
Investment Advisor RepresentativeCRD 5613533
Daniel Shapiro
Managing DirectorCRD 1651148
MAREK PFEIL
Managing DirectorCRD 5566488
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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