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Peter Scida

World Investment Advisors, LLC

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About Peter Scida

Peter Scida is a registered investment advisor representative with World Investment Advisors, LLC. Peter has been in the securities industry since January 16, 2001. He is registered with the state of New York. Peter is a Series 7, Series 52, Series 63, Series 65, Series 24, and Series 53 licensed professional. In addition to being a financial advisor, Peter also serves as an arbitrator in FINRA cases.

Firm Information

Peter Scida 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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Peter Scida’s Registration & Firm History

NY

02/07/2023 - Present

World Investment Advisors, LLC (Syracuse NY)

NY

05/01/2017 - 02/06/2023

IBN FINANCIAL SERVICES, INC. (LIVERPOOL NY)

IL

01/31/2011 - 02/06/2015

METLIFE SECURITIES INC. (AURORA IL)

IL

04/13/2007 - 01/02/2015

NEW ENGLAND SECURITIES (AURORA IL)

NY

02/03/2005 - 07/28/2006

LEIGH BALDWIN & CO., LLC (SYRACUSE NY)

NY

04/05/2004 - 02/03/2005

PINNACLE INVESTMENTS, INC. (EAST SYRACUSE NY)

NY

12/05/2002 - 04/16/2004

CADARET, GRANT & CO., INC. (SYRACUSE NY)

NY

02/27/2002 - 12/13/2002

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

09/19/2001 - 02/13/2002

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

11/25/1997 - 07/16/2001

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/02/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/20/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/03/2019

Series 24 - General Securities Principal Examination

BC

Issued 08/15/2017

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/15/2018

Series 52 - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/24/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Scida.
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