Sergio Sardera
Investment adviser representative at World Investment Advisors, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- World Investments, Inc.Oct 2025 to now
- World Investment Advisors, LLCApr 2024 to now
- Pensionmark Financial GroupFeb 2019 to now
- Pensionmark Securities, LLCFeb 2019 to now
- Ridge Retirement ConsultantsJan 2015 to now
- Pensionmark Securities, LLCSep 2017 to Sep 2017
- Capfinancial Securities, LLCMay 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 4170213
- Firm CRD
- 208512