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Advisors / New Jersey / Lincroft
28yrs

Peter Scida

Financial advisor at World Investment Advisors

Lincroft, NJ 07738Top 20% by experience nationwideFiduciary advisor
Call the officeDirections

At a glance

Experience28 years (since 1998)
How that compares ?Top 20% by experience nationwide
Office437 Newman Springs Road, Lincroft, NJ 07738
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

Services through World Investment Advisors

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. 2023 – now
    World Investment Advisors, LLCCurrent firm
  2. Apr 2021 – Feb 2023
    IBN Financial Services, Inc.Previously
  3. Apr 2021 – Feb 2023
    IBN Advisory Services, Inc.Previously

Questions to ask Peter

Tailored to Peter’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Peter

How do I contact Peter?

Call World Investment Advisors at 800-833-1862 and ask for Peter Scida. Peter works from the Lincroft, NJ office.

How long has Peter been a financial advisor?

Peter has been in the industry since 1998, about 28 years. Top 20% by experience nationwide.

What licenses does Peter hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Peter a fiduciary?

Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Peter paid?

World Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Peter for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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