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Matthew Richard Digennaro

World Investment Advisors, LLC

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About Matthew Richard Digennaro

Matthew Digennaro is a financial advisor with World Investment Advisors, LLC, in St. Petersburg, FL. Matthew Digennaro has been in the financial industry since 1993. Matthew Digennaro has experience providing financial planning, pension consulting, educational seminars, and selection of other advisors. Matthew Digennaro is also a Registered Investment Advisor with the State of Florida.

Firm Information

Matthew Digennaro is currently registered with World Investment Advisors, LLC. World Investment Advisors, LLC is an investment advisor headquartered in Santa Barbara, California. The firm provides a variety of services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. They have over 190 investment advisor representatives and manage over $37 billion in assets for clients including pension and profit sharing plans, individuals, charitable organizations, corporations, and pooled investment vehicles.
World Investment Advisors, LLC

24 E. COTA STREET

SANTA BARBARA, CA 93101

$37.76B

Assets Under Management

5

Total Clients

238

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Digennaro’s Registration & Firm History

FL

09/16/2022 - Present

World Investment Advisors, LLC (St. Petersburg FL)

FL

08/12/2008 - 02/11/2009

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (ST. PETERSBURG FL)

FL

08/20/2005 - 06/27/2007

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (ST. PETERSBURG FL)

NC

03/25/2003 - 08/20/2005

BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)

NY

05/30/2000 - 03/06/2003

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

FL

10/15/1993 - 05/13/1997

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 08/04/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/24/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/12/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/14/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Richard Digennaro.
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