Matthew Joseph Gromek
Investment adviser representative at World Investment Advisors, LLC
17 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
17 years in the industry.
- World Investment Advisors, LLCSep 2025 to now
- LPL FinancialJan 2024 to Sep 2025
- Bell BankDec 2022 to Sep 2025
- Mutual of America Life Insurance CompanyNov 2017 to Dec 2022
- Mutual of America Securities LLCNov 2017 to Dec 2022
- Charles Schwab BankOct 2009 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 5725269
- Firm CRD
- 208512