Nancy Moody Groff

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1) MOODY INVESTMENTS LLC, 2811 YORK MANOR RD PHOENIX MD 21131, NON-INVESTMENT RELATED, PARTNER, DUTIES: BE THE CONTACT PERSON FOR THE PARTNERSHIP, FILE THE ANNUAL TAX RETURN. THIS IS A FAMILY LIMITED PARTNERSHIP WHOSE SOLE PURPOSE IS DISCOUNTING OF ASSETS FOR ESTATE PLANNING PURPOSES. ITS ASSETS ARE PRODUCTIVE TIMBERLAND, START DATE: 1/1/91, 1 HR PER MO, NO COMP, BANK ACCOUNT: MOODY INVESTMENTS LLC, SIGNATOR, I HAVE THE AUTHORITY TO TRANSACT ON THE ACCOUNT&#59; 2) FORETHOUGHT, INS CARRIER DIRECTLY, DOA: 9/1/20, LONG TERM CARE, $4000 YEARLY COMP&#59; 3) ONEAMERICA, INS CARRIER DIRECTLY, DOA: 1/1/23, LONG TERM CARE, $1000 YEARLY COMP&#59;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-07
• S63 Uniform Securities Agent State Law Examination
  1993-05-20

Other Names

• Nancy Bramley Groff
• Nancy B Moodygroff
• Nancy Bramley Moody
• Nancy Groff