Etai A Groff
Investment adviser representative at Delos Private Client Group, LLC
13 yearsExperience
1 stateRegistered in
$185.6MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Delos Private Client Group, LLCJan 2024 to now
- Delos Wealth AdvisorsJun 2023 to now
- Waldron Private WealthMay 2022 to Jul 2022
- Northwestern MutualMay 2020 to Aug 2020
- Mercedes Advisors LLCMay 2019 to Aug 2019
- N/aAug 2018 to May 2023
- Cushing AcademyAug 2017 to May 2018
- Shady Side AcademyJun 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Delos Private Client Group, LLC
$185.6MAssets managed
95Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7243834
- Firm CRD
- 300734