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William D Groff

Eagle Strategies LLC

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About William D Groff

William D Groff is a financial advisor registered with Eagle Strategies LLC. William is licensed in 29 states as a Broker and 3 states as an Investment Advisor Representative. William has been in the securities industry since April 27, 2006. William holds Series 6, 7, 63 and 65 licenses. He also holds the SIE exam certificate. William is registered to offer financial planning, pension consulting, educational seminars, publication of periodicals and selection of other advisors as well as portfolio management services for individuals.

Firm Information

William Groff is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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 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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William Groff’s Registration & Firm History

MD

02/04/2020 - Present

Eagle Strategies LLC (LUTHERVILL TIMONIUM MD)

MD

02/08/2006 - 06/11/2012

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

IA

Issued 08/05/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/22/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/2011

Series 7 - General Securities Representative Examination

BC

Issued 02/07/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William D Groff.
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