Unclaimed Profile

Gary Richard Sobelman

HIGHLINE WEALTH MANAGEMENT, LLC·ROCKVILLE, Maryland

Series 7, Series 63, Series 65Clean record25 years registeredHIGHLINE WEALTH MANAGEMENT, LLC

ONE PRESERVE PARKWAY, ROCKVILLE, MD 20852CRD# 1411148Firm CRD# 142542

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary Richard Sobelman · ROCKVILLE, MD

Registration

CRD #1411148 · HIGHLINE WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

WEALTHSPIRE ADVISORS

Jan 2021 – present

WEALTHSPIRE ADVISORS

Sep 2015 – Dec 2020

POTOMAC, MD

HIGHLINE WEALTH MANAGEMENT, LLC

Jan 2010 – Sep 2015

PLYMOUTH MEETING, PA

CONVERGENT WEALTH ADVISORS, LLC

May 2007 – Dec 2009

RADNOR, PA

LYDIAN WEALTH MANAGEMENT COMPANY, LLC

Aug 2005 – May 2007

RADNOR, PA

HILLVIEW CAPITAL ADVISORS, LLC

Oct 2000 – Dec 2004

ARDMORE, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · October 26, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HIGHLINE WEALTH MANAGEMENT, LLC

CRD 142542 · SEC 801-67341

AUM

$1.4B

Regulatory assets under management

Employees

3,020 client accounts

Services offered by HIGHLINE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HIGHLINE WEALTH MANAGEMENT, LLC →

Introduction

Speak with Gary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gary is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ROCKVILLE?

Browse all registered financial advisors in ROCKVILLE, Maryland or claim this profile if it's yours.

Browse ROCKVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Gary Richard Sobelman offer?

Gary Richard Sobelman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.

What are Gary Richard Sobelman's credentials?

Gary Richard Sobelman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Richard Sobelman located?

Gary Richard Sobelman is based in ROCKVILLE, Maryland, working with HIGHLINE WEALTH MANAGEMENT, LLC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.

How does Gary Richard Sobelman charge for services?

Gary Richard Sobelman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HIGHLINE WEALTH MANAGEMENT, LLC?

HIGHLINE WEALTH MANAGEMENT, LLC has approximately 24 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →