Sea Girt, NJ Office
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World Equity Group, Inc.
Multi-team
Firm-wide stats for World Equity Group, Inc.
About
World Equity Group, Inc. provides fee‑based investment advisory and financial planning services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. It offers managed portfolios primarily through its Adhesion Money Management wrap‑fee program and related advisory programs that combine discretionary portfolio management, financial planning, and access to third‑party money managers.
The firm uses a risk‑tolerance questionnaire to help determine asset‑allocation models and grants discretionary authority to third‑party money managers and IARs to invest, allocate and rebalance client accounts; clients may elect a Tax Overlay Management option or an ETF Select model for smaller accounts. Custody and trade execution are provided through Schwab & Co., WEG reviews manager performance at least annually, and IARs review client accounts on an ongoing basis, no less than annually.
WEG is dually registered as an SEC‑registered investment adviser and a FINRA‑registered broker‑dealer, and many of its investment adviser representatives are also licensed insurance agents who may receive customary commission compensation for insurance transactions. The firm discloses a history of FINRA disciplinary actions (including an August 23, 2018 AWC involving fines and restitution related to variable annuity sales), notes recent ownership changes that made it a subsidiary of Binah Capital Group, Inc. (NASDAQ: BCG), and provides formal periodic summaries of material changes to clients.
Based on World Equity Group, Inc.
Location
530 Washington Blvd, Suite 4
Sea Girt NJ 08750
Advisors at this office
3
Advisors at this office
Peter F
Series 63, Series 65
Sea Girt, NJ
World Equity Group, Inc.
Peter Forbes is a financial advisor at World Equity Group, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 registrations. His prior work includes positions at Regal Advisory Services, Inc., B. Riley Wealth Advisors, Inc., Cetera Investment Services LLC, and Quick & Reilly, Inc. Forbes is also an insurance producer involved in the sale of fixed insurance products. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a variety of clients, including high-net-worth individuals, pension plans, trusts, and business entities. The firm offers managed portfolios through its wrap-fee program combining discretionary portfolio management, financial planning, and third-party money manager access.
Shannon P
Series 65
Sea Girt, NJ
World Equity Group, Inc.
Shannon Powell is a Series 65-licensed financial advisor with World Equity Group, Inc., where she has worked since 2017. She has eight years of industry experience and previously worked at Vitale, Smyth & Associates LLC. Powell also manages a CPA firm, Sherman CPA PC, serving as tax manager. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management and access to third-party money managers.
Jeffrey F
Series 63, Series 65
Sea Girt, NJ
World Equity Group, Inc.
Jeffrey Farrell is a financial advisor with World Equity Group, Inc., holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with World Equity Group since 2010. In addition to his advisory role, Farrell is a sales agent for fixed insurance products. World Equity Group provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers managed portfolios through its wrap-fee program and combines discretionary portfolio management with access to third-party money managers.
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