David George Mowad
Investment adviser representative at World Investment Advisors, LLC
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
22 years in the industry.
- World Investment Advisors, LLCApr 2025 to now
- World Investment GroupApr 2025 to now
- Kolinsky Wealth Management, LLCFeb 2016 to now
- The Strategic Financial Alliance, Inc,Jan 2020 to Mar 2025
- Ameircan Portfolios Financial Services, Inc.Jan 2016 to Jan 2020
- Self-employedMar 2013 to Apr 2023
- David Mowad Tile Installation, IncOct 2004 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (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
- 4104352
- Firm CRD
- 208512