Chad Kolinsky
Chad Kolinsky is a CFA-designated registered investment advisor at World Investment Advisors, LLC, based in Ramsey, NJ, with 9 years of industry experience. Chad 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
500 N Franklin Turnpike, Suite 104, Ramsey, NJ, 07446
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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
Chad sells non-variable insurance and annuities as an insurance agent, dedicating minimal time to this activity. He is also a member of Kolinsky Enterprises, LLC, a holding company for a broker/dealer, where he manages personal investments and dedicates no time.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
World Investments, LLC
Previous Registrations
Kwm Securities LLCBroker
The Strategic Financial Alliance, INC.Broker
American Portfolios Financial Services, INC.Broker
Kolinsky Wealth Management, LLC
American Portfolios Financial Services, INC.Broker
State Registrations16 states
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