World Investments, LLC

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
335
Avg account
$0

Firm details

Headquarters
Lincroft, New Jersey
CRD number
20626
Registered since
September 24, 1987

Firm profile

FINTRX

Overview

World Investments, LLC is organized as a limited liability company and is classified in the source data as an insurance broker-dealer. The firm has an SEC registration date listed as 1987. According to the provided snapshot, it does not identify as a capital allocator, is not an active ESG investor, and is not characterized as a multi-state adviser or pension consultant in the data set. The source does not supply detail on client segments, specific advisory services, or day-to-day business activities. That said, the firm’s classification as an insurance broker-dealer and the presence of annuities in its product mix (see Investments & Alternatives) indicate distribution and insurance-linked solutions are part of its offering set rather than a pure discretionary asset-management boutique.

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

FINTRX

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 319
  • 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth