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William Greenfield

World Investment Advisors, LLC
38 Years of Experience
Stamford, CT
2 DisclosuresBrokerSells Insurance
View SEC Summary
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William Greenfield is a ChFC-designated registered investment advisor at World Investment Advisors, LLC, based in Stamford, CT, with 38 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 23,021 clients with $72B in assets under management.

World Investment Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
359 advisors
Number of Clients
23,021 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$71.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

World Investment Advisors charges for investment management based on a percentage of the value of your portfolio. Fees vary depending on your specific agreement, account size, and the custodian holding your funds, but will never exceed 3.00% annually. Fees are typically calculated at an annual rate and billed monthly in advance. In addition to the portfolio management fee, you may pay technology platform fees of up to 0.05% annually (with a $100 minimum) or up to 0.15% (with a $150 minimum) if third-party managers are used. Custodian charges, brokerage commissions, and mutual fund internal expenses are separate from World Investment Advisors's fees.

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Location

126 Forrest Street, Suite 126, Stamford, CT, 06901

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2018
Final
Customer Dispute
January 1998
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

William is the owner and president of Wealth Bridge Advisory Services, LLC, dedicating nearly full-time hours to this role, including selling insurance products. He also originates mortgages through TFS Mortgage Inc.

Employment History
Current Registrations
World Investment Advisors, LLC
October 2025 - Present · 1 yr
World Investments, LLCBroker
January 2013 - Present · 13 yrs 9 mos
Previous Registrations
World Advisory Services
January 2013 - December 2025 · 12 yrs 11 mos
Wealth Bridge Advisory Services
March 2007 - March 2007 · 0 mos
Greenfield Financial Group, LLC
April 2006 - December 2006 · 8 mos
Network 1 Financial Advisors INC.
March 2003 - April 2006 · 3 yrs 1 mo
Network 1 Financial Securities INC.Broker
July 2001 - January 2013 · 11 yrs 6 mos
1st Global Capital CORP.Broker
December 2000 - August 2001 · 8 mos
Investors Capital CORP.Broker
March 1998 - November 2000 · 2 yrs 8 mos
MML Investors Services, INC.Broker
November 1987 - December 1997 · 10 yrs 1 mo
State Registrations5 states
CTNCNJNYPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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