Etai Groff has been an investment adviser representative at Delos Private Client Group since January 2024, and is not listed among the firm’s executive officers or direct owners. Etai Groff holds a Bachelor of Science in Personal and Family Financial Planning from the University of Arizona.
Delos Private Client Group, LLC is a Dallas, TX firm with $186M under management, 95 clients and 7 advisers across 3 offices, as of its September 2026 filing.
Etai Groff is a Senior Wealth Strategist at Delos Private Client Group, based in Dallas, Texas. He supports clients across asset allocation and investments, estate and legacy strategy, business and succession planning, risk management and other areas of financial planning.
- – present · 2 yearsDallas, TX · Adviser representative · Firm CRD 300734
Professional designations
Listed by Delos Private Client Group
- CFP®
Investment adviser representative registrations
Etai Groff is registered as an investment adviser representative in Texas, since January 2024.
- TexasSince 17 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 August 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Etai A Groff
- CRD
- 7243834
- Firm
- Delos Private Client Group · CRD 300734
- Office
- 1845 WOODALL RODGERS FWY, SUITE 1000, Dallas, TX 75201
- Registration
- Investment adviser registration
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- delospcg.com
Where does Etai Groff work?
Etai Groff is an investment adviser representative registered through Delos Private Client Group, LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Etai Groff a financial advisor?
Yes. Etai Groff has a current investment-adviser registration in Texas, through Delos Private Client Group since January 2024.
How many years of experience does Etai Groff have?
Etai Groff has 3 years in the financial industry, since September 2023, across 1 adviser firm.
What exams has Etai Groff passed?
Etai Groff passed the Series 65 in August 2023.
Where did Etai Groff work before Delos Private Client Group?
Before Delos Private Client Group, Etai Groff was registered through Delos Wealth Advisors, August 2023 to December 2023.
Where is Etai Groff based?
Etai Groff’s registered office is in Dallas, TX.
Is Etai Groff registered with FINRA?
No. Etai Groff has no current broker registration.
Is Etai Groff a CFP?
Delos Private Client Group lists Etai Groff with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Etai Groff’s record?
Search CRD 7243834 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Etai Groff’s full registration record.
