David A Radoccia
Investment adviser representative at World Investment Advisors, LLC
27 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$71.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
27 years in the industry.
- World Investments, Inc.Oct 2025 to now
- World Investment Advisors, LLCMay 2017 to now
- World Investment Advisors, LLC dba Mbi InvestmentsMar 2017 to now
- Meridien Benefits, Inc.Jan 2009 to now
- Pensionmark Securities, LLCNov 2018 to Oct 2025
- Meridien Financial Group, Inc.Apr 1999 to Mar 2022
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
State registrations
Registered as an investment adviser representative in 2 states (MA, RI).
World Investment Advisors, LLC
$71.6BAssets managed
23,021Clients
356Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1442962
- Firm CRD
- 208512