World Investment Advisors
43yrs
Top advisor by experience in Lincroft
28yrs
Sidney Poretsky
Financial advisor at World Investment Advisors
At a glance
Experience28 years (since 1998)
How that compares ?Top 19% 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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- Jul 2025 – nowWorld Investment Advisors, LLCCurrent firm
Questions to ask Sidney
Tailored to Sidney’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- 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 Sidney
How do I contact Sidney?
Call World Investment Advisors at 800-833-1862 and ask for Sidney Poretsky. Sidney works from the Lincroft, NJ office.
How long has Sidney been a financial advisor?
Sidney has been in the industry since 1998, about 28 years. Top 19% by experience nationwide.
What licenses does Sidney hold?
Series 63. Tap any license on this page to see what it allows.
Is Sidney a fiduciary?
Sidney is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Sidney paid?
World Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Sidney 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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