Edward Walters has been President of World Investment Advisors since October 2025, is a control person of the firm and directly owns under 5% of it. Edward Walters holds an MBA from Saint Joseph's University and a Bachelor's degree in Economics from Morgan State University.
World Investment Advisors, LLC is a Lincroft, NJ firm with $71.6B under management, 23,021 clients and 471 advisers across 125 offices, as of its September 2026 filing.
Ed Walters is President of World Investment Advisors. He oversees operations, growth initiatives, and advisor and client experience platforms, working with the executive team. His more than 20 years of experience include work at Osaic, Lincoln Financial Group, T. Rowe Price, Janney Montgomery Scott and Ferris Baker Watts.
Edward Walters’ longest registration was 7 years at Janney Montgomery Scott LLC (2007–2015). Before joining World Investment Advisors in 2025, Edward Walters was registered through Osaic Wealth, Inc. and Osaic Fa, Inc.
- – present · under a yearAmbler, PA · Adviser representative · Firm CRD 208512
- Osaic Wealth, Inc.– · under a yearScottsdale, AZ · Adviser representative · Firm CRD 23131
- Osaic Fa, Inc.– · 5 yearsWindsor Hill, MD · Adviser representative · Firm CRD 3978
- T. Rowe Price Associates, Inc.– · under a yearBaltimore, MD · Adviser representative · Firm CRD 105496
- T. Rowe Price Advisory Services, Inc.– · 2 yearsBaltimore, MD · Adviser representative · Firm CRD 108958
- Janney Montgomery Scott LLC– · 7 yearsPhiladelphia, PA · Adviser representative · Firm CRD 463
- Ferris, Baker Watts Incorporated– · under a yearBaltimore, MD · Adviser representative · Firm CRD 285
Investment adviser representative registrations
Edward Walters is registered as an investment adviser representative in Pennsylvania, since October 2025.
- PennsylvaniaSince 27 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 4 June 2010 |
| Series 66 | Uniform Combined State Law Examination | 22 September 2006 |
| Series 7 | General Securities Representative Examination | 31 August 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 June 1998 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 March 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Edward Nigel Walters
- CRD
- 2391434
- Firm
- World Investment Advisors · CRD 208512
- Role
- President
- Office
- Ambler, PA
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- worldadvisors.com
Where does Edward Walters work?
Edward Walters has been President of World Investment Advisors, LLC since October 2025, and is a control person of the firm.
Is Edward Walters a financial advisor?
Yes. Edward Walters has a current investment-adviser registration in Pennsylvania, through World Investment Advisors since October 2025.
How many years of experience does Edward Walters have?
Edward Walters has 24 years in the financial industry, since May 2002, across 7 adviser firms.
What exams has Edward Walters passed?
Edward Walters has passed 5 licensing exams: the Series 65, Series 63, Series 7, Series 66 and Series 31. The earliest, the Series 65, was passed in March 1996. FINRA credited Edward Walters with the SIE, which began in October 2018.
Where did Edward Walters work before World Investment Advisors?
Before World Investment Advisors, Edward Walters was registered through Osaic Fa, Inc., April 2019 to January 2025; T. Rowe Price Associates, Inc., September 2018 to April 2019; T. Rowe Price Advisory Services, Inc., November 2015 to September 2018; Janney Montgomery Scott LLC, May 2007 to April 2015; Ferris, Baker Watts Incorporated, September 2006 to May 2007.
Where is Edward Walters based?
Edward Walters’ registered office is in Ambler, PA.
Is Edward Walters registered with FINRA?
Yes. Edward Walters has a current broker registration, under CRD 2391434.
Source: FINRA BrokerCheck
How can I verify Edward Walters’ record?
Search CRD 2391434 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Edward Walters’ full registration record.
