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Frank Tomasini

World Investment Advisors, LLC
30 Years of Experience
Hartsdale, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
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Frank Tomasini is a registered investment advisor at World Investment Advisors, LLC, based in Hartsdale, NY, with 30 years of industry experience. Frank 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

210 N. Central Avenue, Suite 305, Hartsdale, NY, 10530

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History

Regulatory History (1)
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Criminal
December 1998
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Frank works as an accountant at Robert Barresi, Inc., since 1990, spending nearly full-time doing tax preparation and related tasks. He also sells and services property and casualty insurance, and occasionally sells life insurance.

Employment History
Current Registrations
World Investment Advisors, LLC
October 2025 - Present · 1 yr
World Investments, LLCBroker
May 2010 - Present · 16 yrs 5 mos
Previous Registrations
World Advisory Services
December 2017 - December 2025 · 8 yrs
Gunnallen Financial, INCBroker
September 2004 - March 2010 · 5 yrs 6 mos
Granite Securities, LLCBroker
June 2002 - August 2004 · 2 yrs 2 mos
Jefferson Pilot Securities CorporationBroker
July 2000 - October 2001 · 1 yr 3 mos
Polaris Financial Services, INC.Broker
February 1999 - July 2000 · 1 yr 5 mos
American General Securities IncorporatedBroker
October 1997 - February 1999 · 1 yr 4 mos
Uslife Equity Sales CORP.Broker
March 1995 - October 1997 · 2 yrs 7 mos
State Registrations7 states
CTFLINMANJNYVA
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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