Bruce Diner
Bruce Diner is a registered investment advisor at World Investment Advisors, LLC, based in Bound Brook, NJ, with 38 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
108 East Union Ave, Bound Brook, NJ, 08805
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 1992Other Business ActivitiesSells Insurance
Bruce owns multiple businesses, including BD Financial Services where he markets various insurance products, and BD Tax Services where he offers financial planning and tax preparation. He also owns Stiger Street Properties and BD Financial Associates, LLC, and works as an investment advisor for TFS Advisory Services.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLC
World Investments, LLCBroker
Previous Registrations
World Advisory Services
Royal Alliance Associates, INC.Broker
Vfs Securities CORP.Broker
American Express Financial Advisors INC.Broker
State Registrations19 states
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.