Gerald Morlitz
Investment adviser representative at World Investment Advisors, LLC
36 yearsExperience
2 statesRegistered in
$71.6BFirm assets
11 yearsFirm in business
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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
36 years in the industry.
- World Investment Advisors, LLCOct 2025 to now
- World Investments, LLCJul 2024 to now
- American Portfolios Financial ServicesJan 2022 to Jul 2024
- MML Investors Services, LLCOct 1992 to Jan 2022
- Mass Mutual Life Insurance CompanyJan 1990 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, NJ).
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
- 2293709
- Firm CRD
- 208512