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 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
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 316
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
Similar firms
Eurekacap Partners, Inc.
Broker-DealerMarlboro, NJ
Watermill Institutional Trading LLC
Broker-DealerJersey City, NJ
Lightspeed Financial Services Group LLC
Broker-DealerMorristown, NJ
Themis Trading LLC
Broker-DealerChatham, NJ
ABN Amro Securities (USA) LLC
Broker-DealerNew Brunswick, NJ
Sumridge Partners, LLC
Broker-DealerJersey City, NJ