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 operates as an insurance broker-dealer. The firm is registered with the SEC; its registration dates back to 1987. It is owned by a combination of a domestic entity and individual ownership. World Investments is not structured as a capital allocator and is not identified as an active ESG investor, pension consultant, related adviser, or multi-state adviser in the provided profile. Product and distribution activity appears focused on insurance and packaged investment products rather than running third-party fund lineup commitments. Reported investment types and sold products include annuities, mutual funds and corporate debt, with a noted use of real estate as an alternative exposure.
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
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