Frank Tomasini
Frank Tomasini is a registered investment advisor at World Investment Advisors, LLC, based in Hartsdale, NY, with 30 years of industry experience. Frank 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
210 N. Central Avenue, Suite 305, Hartsdale, NY, 10530
Get directionsHistory
Regulatory History (1)
Criminal
December 1998Other 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
World Investments, LLCBroker
Previous Registrations
World Advisory Services
Gunnallen Financial, INCBroker
Granite Securities, LLCBroker
Jefferson Pilot Securities CorporationBroker
Polaris Financial Services, INC.Broker
American General Securities IncorporatedBroker
Uslife Equity Sales CORP.Broker
State Registrations7 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.