Sidney Poretsky
Sidney Poretsky is a CFP-designated registered investment advisor at World Investment Advisors, LLC, based in Lincroft, NJ, with 54 years of industry experience. Sidney 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
437 Newman Springs Road, Lincroft, NJ, 07738
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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
Sidney works as a mortgage solicitor for TFS Mortgage Corporation, Inc., with time devoted to this activity varying. Sidney is also involved with TFS Insurance Agency, Inc., selling various insurance products.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
World Advisory Services
Monarch Investments INC.Broker
Stuart Stone & CompanyBroker
Focus Securities, INC.Broker
Cardell & Associates, IncorporatedBroker
Independent Financial Planners CorporationBroker
Piedmont Capital CorporationBroker
Pennsylvania Equities CorporationBroker
State Registrations18 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.