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Michael Bass

30 Years of Experience
Naples, FL
BrokerSells Insurance

Michael Bass is a registered investment advisor, based in Naples, FL, with 30 years of industry experience.

Location

Naples, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael is an investor in a real estate LLC, a partner in a real estate development LLC, an advisor for an SEC RIA, and an advisor for a group benefits insurance company. He spends minimal time on the real estate investment, a few hours per week on the real estate development, and about half his time on each of the advisory roles.

Employment History
Current Registrations
World Investments, LLC
November 2025 - Present · 8 mos
World Investment Advisors, LLC
November 2025 - Present · 8 mos
World Investments, LLCBroker
November 2025 - Present · 8 mos
Previous Registrations
Bcg Securities, INC.
March 2010 - November 2025 · 15 yrs 8 mos
Bcg Securities, INC.Broker
March 2010 - November 2025 · 15 yrs 8 mos
AXA Advisors, LLC
July 2002 - March 2010 · 7 yrs 8 mos
Wealth Advisory Group, INC.
May 2000 - November 2025 · 25 yrs 6 mos
AXA Advisors, LLCBroker
April 1995 - March 2010 · 14 yrs 11 mos
The Equitable Life Assurance Society of the United StatesBroker
April 1995 - January 2000 · 4 yrs 9 mos
State Registrations4 states
DEFLNJPA
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.
Michael Bass - Financial Advisor | TrueAdvisor