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Anthony James Black

Investment Adviser Representative at World Investment Advisors, LLC

Eden Prairie, MNCRD #5043431Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Anthony James Black is an investment adviser representative with World Investment Advisors, LLC in Eden Prairie, MN, where they have been registered since 2015. They have worked in the securities industry since 2005 and have been registered with 3 firms, including Independent Financial Partners and Financial Telesis, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 63 (state securities agent). They are registered to provide investment advice in Minnesota.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Minnesota
Broker:
1 state or territory

Minnesota

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/17/2014
Series 66
Uniform Combined State Law Examination
Passed 6/22/2012
Series 63
Uniform Securities Agent State Law Examination
Passed 11/21/2005
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/18/2005

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

World Investment Advisors, LLCCurrent
6/9/2015 – Eden Prairie, MN
Independent Financial Partners
9/11/2014 – 6/8/2015Sant Paul, MN
Financial Telesis, Inc.
7/17/2014 – 9/9/2014St Paul, MN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Sevenhills Benefit Partners
    May 2012 – Dec 2017St. Paul, MN
  2. Capfinancial Securities, LLC
    May 2015 – Sep 2017Raleigh, NC
  3. World Investment Advisors, LLC
    May 2015 – no end date reportedSanta Barbara, CA
  4. Pensionmark Securities, LLC
    Sep 2017 – no end date reportedSt. Paul, MN
  5. SevenHills Cleveland Benefit Partners
    Jan 2018 – May 2022Bloomington, MN
  6. World Investments, Inc.
    Oct 2025 – no end date reportedBloomington, MN

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About World Investment Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
366
Offices listed on AdvisorFinder:
26
Main office:
Lincroft, NJ
SEC file number:
801-96193

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 21, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Anthony James Black has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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