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

Firm profile

FINTRX

Overview

World Investments, LLC operates as a limited liability company that is classified as an insurance broker‑dealer and has been SEC-registered since 1987. The firm is owned by domestic entities/individuals. In the dataset it is not identified as a capital allocator, an active ESG investor, a multi‑state adviser, a pension consultant, or a related adviser. The information provided is sparse about specific advisory or business lines beyond the broker‑dealer classification, but the firm’s product mix (see Investments & Alternatives) aligns with an insurance‑centric distribution model that uses pooled investment vehicles and insurance products in client solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • Michael Woods

    Michael Woods

    Chief Growth OfficerCRD 2453768

  • Troy Hammond

    Troy Hammond

    CEOCRD 2254232

  • Jonathan Curley

    Jonathan Curley

    Global Chief Compliance OfficerCRD 827148

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Contacts

3 of 316
  • Gerald Preschutti

    Gerald Preschutti

    Investment Advisor RepresentativeCRD 5613533

  • Daniel Shapiro

    Daniel Shapiro

    Managing DirectorCRD 1651148

  • Marek Pfeil

    Marek Pfeil

    Managing DirectorCRD 5566488

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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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