Peter
Scida

World Investment Advisors, LLC

CRD#1775245
Investment Advisor
in Syracuse, NY

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About this Advisor

Peter Scida is a financial advisor based in Syracuse, New York, working with World Investment Advisors, LLC. Peter has previously worked at Dunuwila Financial Management, Bene Solutions, Ibn Financial Services Inc, Pensionmark Financial Group, and Pensionmark Securities, LLC. Peter has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Peter is part of World Investment Advisors, LLC, which operates out of Syracuse, New York. The firm has 73 offices and 413 employees. World Investment Advisors, LLC manages assets totaling $56.3 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting, selection of other advisers, and educational seminars. The fee structure at World Investment Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2500 Brewerton Rd.
Syracuse, NY 13211

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World Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$56,284,395,644

NY Average: $7,578,581,321
Total Number of Employees

413

NY Average: 43
Total Number of Accounts

25,897

NY Average: 3,727
Average Account Size

$2,173,394

NY Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Peter Scida Work History

2023 - Present (2 years)

Pensionmark Financial Group

2023 - Present (2 years)

Pensionmark Securities, LLC

2017 - 2023 (6 years)

Ibn Financial Services Inc

2016 - 2017 (1 year)

Bene Solutions

2015 - 2016 (1 year)

Dunuwila Financial Management

Disclosures

Please visit the SEC profile of Peter Scida 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 Investment Advisors, LLC

Valerie Digennaro
Saint Petersburg, FL
Susan Hixson
Westborough, MA
Lindsay Black
Tempe, AZ
Thomas Ming
Bakersfield, CA
Anthony Silva
Glendale, AZ
Catherine Mcgrath
Lakewood Ranch, FL
Walter Salyer
San Antonio, TX
Nathaniel Louderback
Pflugerville, TX

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