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George Warburg

Investment Adviser Representative at World Investment Advisors, LLC

Warwick, RICRD #6715402Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
Exams Passed
3

Professional summary

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

George Warburg is an investment adviser representative with World Investment Advisors, LLC in Warwick, RI, where they have been registered since 2023. They have worked in the securities industry since 2018 and have been registered with 4 firms, including LPL Financial LLC and Ameriprise Financial Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Rhode Island.

Office

475 Kilvert Street, Suite 350
Warwick, RI 02886

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Rhode Island
Broker:
1 state or territory

Rhode Island

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

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/24/2018
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/17/2018

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

World Investment Advisors, LLCCurrent
5/2/2023 – Warwick, RI
LPL Financial LLC
1/27/2021 – 5/1/2023Glastonbury, CT
Ameriprise Financial Services, LLC.
1/12/2021 – 1/29/2021Mystic, CT
Wells Fargo Clearing Services, LLC
10/24/2018 – 1/15/2021Mystic, CT

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. Unemployment
    May 2016 – Feb 2017New York, NY
  2. Wells Fargo Clearing Services, LLC
    Jul 2018 – Jan 2021Mystic, CT
  3. Metalor Technologies
    Apr 2017 – May 2018North Attleboro, MA
  4. Ameriprise Financial Services LLC
    Jan 2021 – Jan 2021Mystic, CT
  5. LPL Financial LLC
    Jan 2021 – Apr 2023Glastonbury, CT
  6. World Investment Advisors, LLC
    Apr 2023 – no end date reportedLIncroft, NJ
  7. Pensionmark Securities, LLC
    Apr 2023 – Oct 2025Santa Barbara, FL
  8. World Investments, Inc.
    Oct 2025 – no end date reportedLincroft, NJ

Official records & sources

Data as of August 10, 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

Other advisors at World Investment Advisors, LLC

Showing 12 of 366 in the directory

View World Investment Advisors, LLC 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. George Warburg 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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George Warburg (World Investment Advisors) - Advisor Profile