William D Groff

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• 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

• 08/2012 → Present
  New York Life Insurance
  Bethesda, MD
• 08/2012 → Present
  Nylife Securities Llc
  Bethesda, MD
• 08/2015 → Present
  Eagle Strategies Llc
  Columbia, MD
• 01/2020 → 02/2022
  Alpha Solutions Group
  Columbia, MD
• 02/2022 → Present
  Alpha Solutions Group
  Lutherville-Timonium, MD
• 07/2023 → Present
  D.H. Gould Company
  Lutherville-Timonium, MD

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 9861 Broken Land Parkway Ste 150 Columbia MD 21046; Start Date 02/2017; Role/Title: Independent Contractor; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [The Society of the Cincinnati of Maryland; Society of the Cincinnati is the oldest private patriotic organization in the United States. The Society is also our nation's first hereditary organization.; 2118 Massachusetts Ave NW, Washington, DC 20008; Start Date 02/2017; Role/Title: Board Member; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF ALPHA SOLUTIONS GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LUTHERVILLE-TIMONIUM, MD; START DATE: 02/2022] [OPERATING UNDER THE DBA NAME OF D.H. GOULD COMPANY FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (LUTHERVILLE-TIMONIUM, MD); START DATE: 07/2023][The Society of the Cincinnati: General Society; Investment Committee-duties are to observe the current portfolio investment manager and discuss their findings. We have no management responsibilities; 2118 Massachusetts Ave NW Washington DC 20008; Start Date 08/2025; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-05
• S63 Uniform Securities Agent State Law Examination
  2006-03-22

Other Names

• William D Groff