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 operating as an insurance broker-dealer. The firm’s regulatory record shows SEC registration dating back to 1987. Ownership is listed as a mix of a domestic entity and individual ownership. The snapshot data indicates World Investments does not position itself as a capital allocator, is not identified as a multi-state investment adviser, and is not flagged as an active ESG investor or pension consultant. Its profile suggests a distribution- and product-oriented business centered on insurance and related investment vehicles rather than an independent institutional allocator.
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
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 320
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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