William August Groom

Employer firm

Waldron Private Wealth CRD 131063

$5.50B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• INSURANCE PLANNING; SUBADVISER FOR PPLI

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2017 → 06/2019
  Waldron Private Wealth
  Bridgeville, PA
• 05/2016 → 05/2017
  The Polesky Agency
  Moon Township, PA
• 08/2015 → 05/2019
  Robert Morris University
  Moon Township, PA
• 06/2019 → 11/2019
  Waldron Private Wealth
  Bridgeville, PA
• 05/2017 → 08/2017
  Mckesson
  Coraopolis, PA
• 11/2019 → 03/2020
  Waldron Private Wealth
  Bridgeville, PA
• 03/2020 → 01/2022
  Waldron Private Wealth
  Bridgeville, PA
• 01/2022 → 12/2023
  Waldron Private Wealth
  Bridgeville, PA
• 01/2024 → Present
  Waldron Private Wealth
  Bridgeville, PA

Other Businesses

(1) Insurance agent, investment related, 44 Abele Rd, Suite 400, Bridgeville, PA 15017, started 08/2020 approximately 1-2 hours per month during securities trading hours; (2) Robert Morris University, not investment-related, 6004 University. Blvd., Moon Township, PA 15108, Member of Board of Advisors for Finance/Financial Planning Department, started 10/11/2023, approximately 1 hour per month during securities trading hours; (3) William Groom (Consulting), not investment-related, 1192 McKee Road, Oakdale, PA 15017, game consulting, started 01/2024, less than 5 hours per month, none during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-01

Designations

• Certified Financial Planner