AK
PFS
AK
PFS

Anatoly Khait

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
351 advisors
Number of Clients
17,488 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$56.3B

Fee Structure

Loading...

Location

847 Broadway, Bayonne, NJ, 07002

Get directions

History

Regulatory History
Clean regulatory record

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

Anatoly is a CPA and president of Eco-Tax Inc., providing tax and accounting services, dedicating nearly full-time hours to this role. Anatoly is also an independent insurance agent, selling fixed insurance products and dedicating minimal time to this activity.

Employment History
Current Registrations
World Investment Advisors, LLC
November 2025 - Present · 3 mos
World Advisory Services
February 2014 - Present · 12 yrs
World Investments, LLCBroker
February 2014 - Present · 12 yrs
Previous Registrations
First Allied Advisory Services, INC.
September 2012 - February 2014 · 1 yr 5 mos
First Allied Securities, INC.Broker
February 2011 - February 2014 · 3 yrs
Ing Financial Partners, INC
June 2010 - December 2010 · 6 mos
Ing Financial Partners, INC.Broker
January 2009 - December 2010 · 1 yr 11 mos
Investors Capital CORP.Broker
January 2004 - December 2008 · 4 yrs 11 mos
Joseph Stevens & Company, INC.Broker
October 2001 - April 2002 · 6 mos
Sands Brothers & CO., LTD.Broker
May 2001 - August 2001 · 3 mos
Metlife Securities INC.Broker
September 2000 - February 2001 · 5 mos
Metropolitan Life Insurance CompanyBroker
September 2000 - February 2001 · 5 mos
State Registrations24 states
AZCACTDCFLGAILLAMAMDMIMNNCNENJNMNVNYOHORTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.