Role at Fund Evaluation Group
- Title on Schedule A
- Director, President
- Control
- William Goslee is a control person of Fund Evaluation Group.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- William Goslee has held the filed role since January 2024.
The firm
Form ADV filed 31 March 2026
Career on record
- Passed SIE · 2018
- Passed Series 7 and Series 63 · 2015
- Nationwide Investment Advisors, LLC– · 1 yearColumbus, OH · Adviser representative · Firm CRD 142373
- Passed Series 24 and Series 66 · 2003
- Nationwide Investment Services Corporation– · 5 yearsColumbus, OH · Adviser representative · Firm CRD 7110
- Passed Series 6 · 2002
Registrations and exams
No current adviser or broker registration. William Goslee has passed 6 qualifying exams.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 30 July 2015 |
| Series 66 | Uniform Combined State Law Examination | 29 May 2003 |
| Series 24 | General Securities Principal Examination | 31 January 2003 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 24 April 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 April 2002 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- William George Goslee
- CRD
- 2671834
- Registration status
- No current adviser or broker registration
- Firm bio
- feg.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
The official firm page lists William as President. Official firm biography/team page
Common questions
Where does William Goslee work?
William Goslee has been Director, President of Fund Evaluation Group, LLC since January 2024, and is a control person of the firm.
Does William Goslee have a current investment-adviser registration?
William Goslee has no current investment-adviser or broker registration, as of 17 October 2026.
What exams has William Goslee passed?
William Goslee has passed 6 licensing exams: the Series 6, Series 24, Series 66, Series 7, Series 63 and SIE. The earliest, the Series 6, was passed in April 2002.
Where was William Goslee previously registered as an investment adviser?
William Goslee has past investment-adviser registrations through Nationwide Investment Advisors, LLC, December 2006 to March 2008; Nationwide Investment Services Corporation, May 2002 to December 2006, across 2 firms.
Leadership at Fund Evaluation Group
- James LenahanDirector, Chief Executive Officer
- Kurt KrebsChief Financial Officer & Treasurer
- Robert JenningsChief Operating Officer
- Julie ThomasChief Compliance Officer
- Nolan BeanDirector, Chief Investment Officer & Head of Portfolio Management
- Stephen HopkinsIndependent Director
- Gary PriceDirector & Managing Director of Institutional Services
- Gianna TremoulisGeneral Counsel and Secretary
- Rebecca WoodNon-Executive Chair