Nicholas
Magone

World Investments, Inc

CRD#5876753
Investment Advisor
in Bayonne, NJ

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About this Advisor

Nicholas Magone is a financial advisor based in Bayonne, New Jersey, working with World Investments, Inc. Nicholas has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, and Tfs Securities Inc. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in California, Delaware, Florida, Massachusetts, New Jersey, New York, Pennsylvania, South Carolina, and Virginia. Currently, Nicholas is part of World Investments, Inc, which operates out of Bayonne, 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

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

847 Broadway
Bayonne, NJ 07002

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World Investments, Inc Brokerage Details

Total Assets Under Management

$1,317,985,140

NJ Average: $10,121,009,343
Total Number of Employees

155

NJ Average: 92
Total Number of Accounts

5,238

NJ Average: 6,978
Average Account Size

$251,620

NJ Average: $1,450,417

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

Nicholas Magone Work History

2015 - Present (9 years)

Tfs Securities Inc

2015 - 2015 (< 1 year)

Morgan Stanley Private Bank, National Association

2013 - 2015 (2 years)

Morgan Stanley

Disclosures

Please visit the SEC profile of Nicholas Magone 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

Steven Newman
Lincroft, NJ
Daniel Mulroe
Bayonne, NJ
Sarabjeet Thapar
West Orange, NJ
Michael Virgilio
Spring Lake, NJ
Chaitanya Patel
Lincroft, NJ
Dominick Fiore
Lincroft, NJ
Robert Bandura
Lincroft, NJ
Edward Carannante
Bayonne, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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