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 in the source data as an insurance broker-dealer. The firm has an SEC registration date listed as 1987. According to the provided snapshot, it does not identify as a capital allocator, is not an active ESG investor, and is not characterized as a multi-state adviser or pension consultant in the data set. The source does not supply detail on client segments, specific advisory services, or day-to-day business activities. That said, the firm’s classification as an insurance broker-dealer and the presence of annuities in its product mix (see Investments & Alternatives) indicate distribution and insurance-linked solutions are part of its offering set rather than a pure discretionary asset-management boutique.
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 16
Michael Woods
Chief Growth OfficerCRD 2453768

Troy Hammond
CEOCRD 2254232
Jonathan Curley
Global Chief Compliance OfficerCRD 827148
Contacts
3 of 319
Gerald 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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