Andrew Paul Margolin
Investment adviser representative at World Investment Advisors, LLC
22 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
22 years in the industry.
- World Investment Advisors, LLCJun 2026 to now
- World Investments, LLCJun 2026 to now
- World Insurance Associates, LLCJan 2021 to now
- Cetera Investment Advisers LLCMar 2024 to Jun 2026
- Cetera Advisors LLCFeb 2020 to Jun 2026
- Mbl Benefits ConsultingFeb 2020 to Jun 2026
- Mbl Financial AdvisorsFeb 2020 to Jun 2026
- Ameriprise Financial Services, Inc.Jan 2004 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 4743742
- Firm CRD
- 208512