Inactive

William James Strausbaugh

Montgomery Financial

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Current Employers

Montgomery Financial

11718 Ocean Gateway, Ocean City, MD 21842 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-01-05

MD RA
APPROVED

Since 2026-01-05

Branch Locations

11718 Ocean Gateway, Ocean City, MD 21842 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
New York Life Insurance Company	Bethesda	MD	05/2023	10/2025
Aflac Insurance Company	Chantilly	VA	06/2022	08/2022
Nylife Securities Llc	Bethesda	MD	05/2024	10/2025
Full Time Student	Arlington	VA	01/2015	05/2023
Montgomery Financial Services, Llc	Ocean City	MD	01/2026	Present
Mfs Wealth Llc	Ocean City	MD	10/2025	Present
William Strausbaugh, Sole Proprietor	Ocean City	MD	12/2023	Present

05/2023 → 10/2025

New York Life Insurance Company

Bethesda, MD
06/2022 → 08/2022

Aflac Insurance Company

Chantilly, VA
05/2024 → 10/2025

Nylife Securities Llc

Bethesda, MD
01/2015 → 05/2023

Full Time Student

Arlington, VA
01/2026 → Present

Montgomery Financial Services, Llc

Ocean City, MD
10/2025 → Present

Mfs Wealth Llc

Ocean City, MD
12/2023 → Present

William Strausbaugh, Sole Proprietor

Ocean City, MD

Other Businesses

(1) MFS Wealth LLC; Yes; Ocean City, MD; Insurance Services; Insurance Agent; 10/2025; 20/ HRS MO; 20/ HRS MO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-12-22
S63	Uniform Securities Agent State Law Examination	2024-10-11

S65 Uniform Investment Adviser Law Examination

2025-12-22
S63 Uniform Securities Agent State Law Examination

2024-10-11

Other Names

Will Strausbaugh

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

PNC WEALTH MANAGEMENT LLC

PKS INVESTMENT ADVISORS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ODYSSEY INVESTMENTS, CORP.

WORLD INVESTMENT ADVISORS, LLC

Other Investors

KRISTINA FRENIER CONNELL

Reena Oettinger

Christopher McGeorge Dear

ANDREA LOUISE HASTINGS

PHYLLIS RICE MITCHELL

STEVEN EUGENE SWEIGERT

Other Offices

LPL FINANCIAL LLC · OCEAN CITY, MD

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ocean Park, MD

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ocean City, MD

AMERIPRISE FINANCIAL SERVICES, LLC · Ocean City, MD

PNC WEALTH MANAGEMENT LLC · OCEAN CITY, MD

AMERIPRISE FINANCIAL SERVICES, LLC · Ocean City, MD

PKS INVESTMENT ADVISORS LLC · OCEAN CITY, MD

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OCEAN CITY, MD

More in Ocean City, MD

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