Salvatore Ceravolo
Salvatore Ceravolo is a registered investment advisor at World Investment Advisors, LLC, based in Forest Hills, NY, with 28 years of industry experience. Salvatore 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
105-14 Metropolitan Avenue, Forest Hills, NY, 11375
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Salvatore is a CPA and 100% owner of an accounting and tax services business, dedicating nearly all of his time to it. He is also a life insurance agent, an agent for TFS Insurance Agency, Inc., a real estate owner, refers clients to TASC, and provides investment advisor advice through TFS Advisory Services.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
World Advisory Services
State Registrations7 states
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