Matthew Joseph Markowski
Investment adviser representative at World Investment Advisors, LLC
18 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
18 years in the industry.
- World Investment Advisors, LLCJul 2026 to now
- World Investments, LLCJul 2026 to now
- LPL Enterprise LLCJun 2025 to Jul 2026
- US BankJun 2024 to May 2025
- Fox and Hounds RestaurantJan 2021 to Jan 2025
- Arrowhead High SchoolMay 2017 to May 2021
- Merton SchoolSep 2008 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 8039365
- Firm CRD
- 208512