Cheryl
Lombardoni
World Investments, Inc
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About this Advisor
Cheryl Lombardoni is a financial advisor based in Ridgewood, New Jersey, working with World Investments, Inc. Cheryl has previously held positions at Tfs Securities Inc and Berry Verduin & Koch. Cheryl has passed the Series 66 regulatory exam and is registered to provide services in Delaware, New Jersey, New York, Texas, and Virginia. Currently, Cheryl is part of World Investments, Inc, which operates out of Ridgewood, New Jersey. The firm has 94 offices and 155 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at World Investments, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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World Investments, Inc Brokerage Details
$1,317,985,140
155
5,238
$251,620
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Cheryl Lombardoni Work History
Tfs Securities Inc
Berry Verduin & Koch
Disclosures
Please visit the SEC profile of Cheryl Lombardoni to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at World Advisory Services
West Orange, NJ
Bayonne, NJ
Lincroft, NJ
Lincroft, NJ
Spring Lake, NJ
Bayonne, NJ
Bayonne, NJ
Lincroft, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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