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Michael Connors

World Investment Advisors, LLC
30 Years of Experience
Newburgh, NY
1 DisclosureBrokerSells Insurance
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Michael Connors is a registered investment advisor at World Investment Advisors, LLC, based in Newburgh, NY, with 30 years of industry experience. Michael 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

5020 Route 9W, Suite 102, Newburgh, NY, 12550

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History

Regulatory History (1)
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.
Customer Dispute
May 2020
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is the President/CEO of Got Refund.Com, Inc., an income tax franchise, and a Managing Member of Executive Business Group LLC, an income tax preparation service. He is also a life insurance agent with National Life Group and an instructor at the State University of New York, teaching a college tax course, and does financial planning for Naples Capital LLC.

Employment History
Current Registrations
World Investment Advisors, LLC
October 2025 - Present · 1 yr
World Investments, LLCBroker
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
World Advisory Services
April 2023 - December 2025 · 2 yrs 8 mos
Securities America, INC.Broker
November 2017 - October 2020 · 2 yrs 11 mos
National Planning CorporationBroker
October 2013 - November 2017 · 4 yrs 1 mo
Cetera Financial Specialists LLCBroker
October 2005 - November 2013 · 8 yrs 1 mo
C. J. M. Planning CORP.Broker
September 2001 - October 2005 · 4 yrs 1 mo
Terra Securities CorporationBroker
October 1999 - September 2001 · 1 yr 11 mos
Independent Financial ConsultantsBroker
January 1996 - April 2001 · 5 yrs 3 mos
State Registrations6 states
FLNCNJNYSCTX
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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