Susan Elizabeth Schieding
Investment adviser representative at World Investment Advisors, LLC
10 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
10 years in the industry.
- World Investment Advisors, LLCJun 2024 to now
- Pensionmark Financial Group, LLCJun 2024 to now
- World Investments, Inc.Jun 2024 to now
- Boston Harbor Wealth AdvisorsDec 2019 to now
- Raymond James Financial Services Advisors, Inc.Dec 2019 to Jun 2024
- Raymond James Financial Services, Inc.Dec 2019 to Jun 2024
- Raymond James & Associates, Inc.Sep 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
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
- 2402750
- Firm CRD
- 208512