Unclaimed Profile

David Keith Skolnik

WORLD ASSET MANAGEMENT, INC.·BIRMINGHAM, Michigan

SIE, Series 3, Series 4, Series 7, Series 10, Series 24, Series 52TO, Series 63, Series 65Clean record24 years registeredWORLD ASSET MANAGEMENT, INC.

255 E. BROWN STREET, BIRMINGHAM, MI 48009-6220CRD# 1515100Firm CRD# 142108

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Keith Skolnik · BIRMINGHAM, MI

Registration

CRD #1515100 · WORLD ASSET MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

STRATEGIC ADVISERS LLC

Mar 2025 – present

FIDELITY BROKERAGE SERVICES LLC

May 2023 – present

FIDELITY PERSONAL AND WORKPLACE ADVISORS

May 2023 – Mar 2025

NANUET, NY

CITIZENS SECURITIES, INC.

Feb 2020 – Mar 2023

YONKERS, NY

HUNTINGTON FINANCIAL ADVISORS

Dec 2017 – Mar 2019

WARREN, MI

EDELMAN FINANCIAL SERVICES, LLC

May 2015 – Feb 2017

PARAMUS, NJ

ALLSTATE FINANCIAL ADVISORS, LLC

Jan 2015 – Apr 2015

NUTLEY, NJ

COMERICA SECURITIES

Aug 2004 – Aug 2013

BIRMINGHAM, MI

WELLS FARGO INVESTMENTS, LLC

Aug 2001 – Jul 2003

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 10

Series 24

Series 52TO

Series 63

Series 65

Registration record

First registered · August 31, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WORLD ASSET MANAGEMENT, INC.

CRD 142108 · SEC 801-67327

AUM

$12.4B

Regulatory assets under management

Employees

100 client accounts

Services offered by WORLD ASSET MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at WORLD ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does David Keith Skolnik offer?

David Keith Skolnik specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BIRMINGHAM, Michigan for a consultation.

What are David Keith Skolnik's credentials?

David Keith Skolnik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Keith Skolnik located?

David Keith Skolnik is based in BIRMINGHAM, Michigan, working with WORLD ASSET MANAGEMENT, INC.. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does David Keith Skolnik charge for services?

David Keith Skolnik's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WORLD ASSET MANAGEMENT, INC.?

WORLD ASSET MANAGEMENT, INC. has approximately 13 employees and manages $12.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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