Bayonne, NJ Office

Team
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World Investment Advisors, LLC

Investment Manager

Firm-wide stats for World Investment Advisors, LLC

Total advisors

355

Across 199 offices

Clients per advisor

53

Avg AUM per client

$561,747

HNW client ratio

12%

About

World Investment Advisors, LLC is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals and a range of institutional and retirement-plan clients, including 401(k), 403(b), pension, foundation and endowment accounts. Its services encompass wrap-fee programs, the World Managed Account Platform (WorldMAP) with advisor-managed, Cota Street, and third‑party manager models, third‑party money manager access via Envestnet, financial planning, and reporting/data-aggregation tools such as eMoney.

The firm deploys both discretionary and non-discretionary solutions and relies on model-based strategies as well as advisor-created customized portfolios, using fundamental, technical, and cyclical analysis supported by platform trading, rebalancing and monitoring tools (Vestmark, VAS, Envestnet). WIA discloses roughly $31.7 billion in discretionary and $39.9 billion in non-discretionary assets under management as of December 31, 2025, and offers tax-managed overlay and direct indexing (CSDI) services that are monitored and adjusted as part of its model oversight process.

Noteworthy features in WIA’s brochure include affiliations with broker‑dealers such as Goldman Sachs & Co. and World Investments, and multiple affiliated insurance entities (e.g., World Insurance Associates and PPIS), with some advisors also serving as registered representatives or insurance agents — arrangements WIA discloses as potential conflicts of interest. The firm also discloses participation in third‑party‑sponsored educational seminars, operation through a broad advisor network and platform relationships, the retention of portions of certain program fees (Program, TMO, CSDI) that can create economic incentives, and recent material changes reported in its annual brochure.

Based on World Investment Advisors, LLC

Expertise

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

Based on World Investment Advisors, LLC

Location

847 Broadway

Bayonne NJ 07002

Advisors at this office

7

Advisors at this office

user avatar

Christopher G

CFP®, Series 63, Series 65

Bayonne, NJ

World Investment Advisors, LLC

Christopher Graziano is a CFP® professional with 14 years of industry experience. He is currently affiliated with World Investment Advisors, LLC and has worked with World Investments, Inc. since 2011. In addition to his advisory roles, he is involved in the sales and services of non-variable insurance and annuities. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals and various institutional and retirement-plan clients. The firm offers portfolio management, advisory services, and financial planning through model-based and customized strategies, managing significant discretionary and non-discretionary assets.

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

Edward C

Series 66

Bayonne, NJ

World Investment Advisors, LLC

Edward Carannante is a financial advisor with World Investment Advisors, LLC. He holds the Series 66 designation and has five years of industry experience. His prior work includes roles at World Investments, LLC and STV, as well as a five-year period at Stevens Institute of Technology. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals and various institutional and retirement-plan clients. The firm offers portfolio management, advisory services, and model-based investment strategies supported by multiple platform tools, managing billions in assets across discretionary and non-discretionary solutions.

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

Daniel M

Series 63, Series 65

Bayonne, NJ

World Investment Advisors, LLC

Daniel Mulroe is a financial advisor at World Investment Advisors, LLC with seven years of industry experience. He has worked at World Investments, LLC and Mass Mutual Investors Services, among other firms. Mulroe also holds Series 63 and Series 65 licenses. World Investment Advisors, LLC is an SEC-registered adviser serving individual, institutional, and retirement-plan clients through portfolio management and advisory services. The firm utilizes both discretionary and non-discretionary strategies supported by model-based and customized portfolios, with technology platforms for trading, rebalancing, and monitoring.

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

Brianna P

CFP®, Series 63

Bayonne, NJ

World Investment Advisors, LLC

Brianna Panico is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at World Investment Advisors, LLC since 2025. Prior to this, she worked at World Investments, LLC and Commonwealth Financial Network, among other firms. Outside of advisory work, she is also active as an insurance agent involved in the sales and servicing of non-variable insurance and annuities. World Investment Advisors, LLC is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals, institutions, and retirement plans. The firm offers a range of model-based and customized investment solutions, managing over $70 billion in assets, and supports clients with various advisory platforms and reporting tools.

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

Keith N

Series 63, Series 65

Bayonne, NJ

World Investment Advisors, LLC

Keith Necklen is a financial advisor at World Investment Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with the World Investments, LLC since 1991. In addition to his advisory role, he is an insurance agent involved in the sales and service of non-variable insurance and annuities. World Investment Advisors, LLC is an SEC-registered adviser serving individual, institutional, and retirement-plan clients through portfolio management and advisory services. The firm offers discretionary and non-discretionary solutions, including model-based and customized portfolios, and utilizes multiple platform tools to support trading, rebalancing, and monitoring.

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

Joseph G

CFP®, Series 63

Bayonne, NJ

World Investment Advisors, LLC

Joseph Graziano is a CFP® with 32 years of experience in the financial services industry. He has been associated with World Investment Advisors, LLC since 2025 and has a long tenure at World Investments, LLC and Creditek dating back to 1993. Graziano is also an author, co-writing a book on integrating financial services into accounting practices, and he engages in speaking and mentoring activities. 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. The firm offers a range of solutions including wrap-fee programs and model-based portfolio strategies, supported by advanced trading and monitoring tools.

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

John G

CFP®, PFS™, Series 63

Bayonne, NJ

World Investment Advisors, LLC

John Graziano is a CFP® and PFS™ with 35 years of industry experience. He is currently with World Investment Advisors, LLC and has been associated with World Investments, Inc. since 1991. Outside of his advisory role, he co-authors a book on integrating financial services into accounting practices and serves as president and 50% shareholder of FFP Financial Services, where he is involved in training, recruiting, and operations. World Investment Advisors, LLC is an SEC-registered firm that provides portfolio management and advisory services to individuals and institutional clients, including retirement plans. The firm employs both discretionary and non-discretionary investment strategies, utilizing model-based and customized portfolios supported by advanced trading and monitoring platforms.

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