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Michael Anthony Magliocco

Advisor at World Investment Advisors, LLC — Newfield, NJ

Updated today

Credentials

Series 63, Series 65

Experience

8 years

Location

Newfield, NJ

World Investment Advisors, LLC logo

World Investment Advisors, LLC

Investment Manager

Total advisors

355

Across 199 offices

Clients per advisor

53

Avg AUM per client

$561,747

HNW client ratio

12%

About

Michael Magliocco is a financial advisor at World Investment Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 credentials and has served in the US Army Reserves for nine years. Magliocco has been affiliated with World Investments, LLC since 2017. World Investment Advisors, LLC is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals and institutional clients, including retirement plans and endowments. The firm offers both discretionary and non-discretionary solutions utilizing model-based and customized portfolios, supported by advanced trading, rebalancing, and monitoring tools.

Client services

Based on World Investment Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on World Investment Advisors, LLC

Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Financial planning fixed fees generally range from $1,000 to $5,000.

Percentage

up to 3.00% annually, may be negotiated/waived; may be flat or tiered per client agreement

Project-based

Financial planning hourly rates generally range from $100 to $275 per hour.

Other

Minimum fee: Minimum annual consulting fee may apply, details in client agreement. Fee-only: Financial planning fees range from $1,000 to $5,000 fixed or $100 to $275 per hour, may be negotiated or waived.

Location

See office

Newfield, NJ

Newfield NJ

Advisors at this office

1

Most active in

New Jersey

Work history

8 years of industry experience

World Investment Advisors, LLc

2025 - Present • 1 year

Lincroft, NJ

World Investments, LLC

2017 - Present • 9 years

Lincroft, NJ

US ARMY Reserves

2015 - 2024 • 9 years

Staten Island, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jared G

Series 63, Series 65

Hammonton, NJ

Advice to Thrive

Jared Gruccio is the sole advisor at Advice To Thrive and holds the Series 63 and Series 65 designations with 15 years of industry experience. He previously worked at GWN Securities Inc for 14 years before founding Gruccio Financial, LLC. Gruccio serves on the Board of the Greater Vineland Chamber of Commerce and is a partner in a tax planning and consulting firm, Clement Tax Services, LLC. Advice To Thrive provides discretionary investment management along with bundled financial services such as financial, tax, estate, and insurance planning for business owners, high-net-worth individuals, and multigenerational families. The firm employs fundamental analysis, strategic asset allocation, and Modern Portfolio Theory to build primarily long-term portfolios, while also incorporating short-term and hedging strategies as needed.

Wealth management General tax planning General estate planning guidance Income planning Founder/Business Owner
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Donald H

Series 65

Williamstown, NJ

Hill and Labarre Wealth Management

Donald Hill Jr. is a financial advisor at Hill and Labarre Wealth Management with five years of industry experience. He holds the Series 65 designation and has worked at Premier Investment Services since 2021. Prior to his advisory career, he was employed by Piedmont Airlines and served in the United States Air Force from 2016 to 2021. Hill and Labarre Wealth Management provides investment advisory and related services to individuals, small businesses, and retirement plans, offering portfolio management, financial planning, and business retirement plan consulting. The firm utilizes model-based and strategic management approaches, including options-based strategies, and offers a subscription Wealth Advisory Program alongside a structured educational curriculum.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business Financial Management Cash flow / budgeting Wealth management Airline Pilot Military & Veterans Mid-Career Professionals
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Nicholas B

Series 63, Series 65

Vineland, NJ

Align Advisor Group, LLC

Nicholas Bernhardt is a financial advisor at Align Advisor Group, LLC with 10 years of industry experience. He previously worked at LPL Financial for 13 years and has been involved in real estate sales since 2009. Bernhardt holds Series 63 and Series 65 licenses. Align Advisor Group serves individual and high-net-worth clients, retirement plans, charities, and businesses by providing financial planning, consulting, and discretionary investment management. The firm’s investment approach combines passive and active strategies guided by fundamental analysis and modern portfolio theory, offering services through various platforms including its own wrap fee program and subscription-based financial planning.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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Kyle L

Series 65

Williamstown, NJ

Hill and Labarre Wealth Management

Kyle La Barre is a financial advisor at Hill and Labarre Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked at Premier Investment Services since 2021. In addition to his advisory role, Mr. La Barre is a partner in an insurance agency, Villa Texas Insurance Services, where he spends less than 10% of his time. He is also a member of the US Air Force. Hill and Labarre Wealth Management provides investment advisory services to individuals, small businesses, and retirement plans, offering portfolio management, financial planning, and business retirement plan consulting. The firm utilizes a model-based and discretionary strategic management approach, including options-based strategies, and delivers a subscription Wealth Advisory Program alongside a structured educational curriculum.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business Financial Management Cash flow / budgeting Wealth management Airline Pilot Military & Veterans Mid-Career Professionals
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Michael P

Series 63, Series 65

Glassboro, NJ

Hfm Investment Advisors, Inc.

Michael Pallozzi is an investment advisor representative at HFM Investment Advisors, Inc. with 24 years of industry experience. He has been associated with various entities within the HFM group since 2004. Pallozzi is also licensed as an insurance agent and is involved in insurance product sales. HFM Investment Advisors serves individual and institutional clients, providing discretionary investment management and comprehensive financial planning. The firm employs a fundamental, diversified asset-allocation approach and manages approximately $493 million with a small advisory team.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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Donald H

Series 65

Williamstown, NJ

Hill and Labarre Wealth Management

Donald Hill is a Series 65-licensed financial advisor with Hill and Labarre Wealth Management, where he has worked since 2021. He has three years of industry experience and previously spent over three decades with the Southeastern Pennsylvania Transportation Authority. Outside of his advisory role, Hill serves as the General Chairman of the Brotherhood of Locomotive Engineers and Trainmen Division 71, representing commuter Locomotive Engineers in contract negotiations and arbitration. Hill and Labarre Wealth Management provides asset management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs a value-oriented, primarily long-only approach supplemented by tactical and strategic asset allocation and option strategies, offering both active and passive portfolio management programs along with educational offerings.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business Financial Management Cash flow / budgeting Wealth management Airline Pilot Military & Veterans Mid-Career Professionals
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