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 a limited liability company that operates as an insurance broker-dealer and is registered with the SEC (registration year 1987). Ownership is indicated as a mix of a domestic entity and individual owners. The firm is not identified as a capital allocator and is not listed as an active ESG investor.
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 15
James Mcquaid
Independent ContractorCRD 5742979
Nathan Garrison
Senior Vice President and Chief Investment OfficerCRD 5883742
Jennifer Tanck
Executive Vice President & COOCRD 4159179
Contacts
3 of 314
Daniel Taormina
Investment Advisor RepresentativeCRD 5676352
Ryan Gensicke
Managing DirectorCRD 5681407
Nicholas Magone
Vice PresidentCRD 5876753
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
Similar firms
Garden State Securities, Inc.
Broker-DealerRed Bank, NJ
ACS Execution Services, LLC
Broker-DealerRed Bank, NJ
PTS Brokerage, LLC
Broker-DealerMt Laurel, NJ
Straus Capital, LLC
Broker-DealerPrinceton Junction, NJ
R. Seelaus & Co, LLC
Broker-DealerChatham, NJ
Loewen Securities
Broker-DealerOradell, NJ