Chad Nmn Kolinsky
Investment adviser representative at World Investment Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFADesignation
$71.6BFirm assets
Are you Chad Nmn Kolinsky? Claim your profile
Contact this firm
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, LLCApr 2025 to now
- World Investments, LLCApr 2025 to now
- Kwm Tpa Services, LLCMar 2024 to Mar 2025
- Kwm Securities LLCJun 2023 to Mar 2025
- The Strategic Financial Alliance, Inc.Jan 2020 to Mar 2025
- American Portfolios Financial Services, Inc.Sep 2017 to Jan 2020
- Kolinsky Wealth Management, LLCMar 2017 to Sep 2025
- Kolinsky Financial Group, Inc.Mar 2017 to Mar 2025
- Gamitee LtdOct 2016 to Feb 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 6414638
- Firm CRD
- 208512