Robert Brown is a registered investment advisor at World Investment Advisors, LLC, based in Rye Brook, NY, with 21 years of industry experience. Robert 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
800 Westchester Ave. Suite S-714, Rye Brook, NY, 10573
Get directionsHistory
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 Activities
Robert works for Assured Partners in Retirement Plan Services, dedicating full-time hours to the role. He supports clients' retirement programs, manages relationships, and provides financial data and recommendations.
Employment History
Current Registrations
World Investment Advisors, LLC
Previous Registrations
Meeder Asset Management, INC.
Meeder Distribution Services, INC.Broker
Nationwide Investment Advisors, LLC
Nationwide Investment Services Corporation
Nationwide Investment Services CorporationBroker
Nationwide Advisory Services, INC.Broker
State Registrations2 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.