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Gary Richard Sobelman

HIGHLINE WEALTH MANAGEMENT, LLC·ROCKVILLE, Maryland
Unclaimed Profile
ONE PRESERVE PARKWAY, ROCKVILLE, MD 20852CRD# 1411148Firm CRD# 142542
01

About

Gary Richard Sobelman is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with HIGHLINE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HIGHLINE WEALTH MANAGEMENT, LLC
HIGHLINE WEALTH MANAGEMENT, LLC
AUM
$1.4B
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at HIGHLINE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1411148
Firm CRD# 142542
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Other advisors in ROCKVILLE
Timothy Richard Hughes — HIGHLINE WEALTH MANAGEMENT, LLCAshley Elyse Iddings — HIGHLINE WEALTH MANAGEMENT, LLCAviva Shrock Pinto — HIGHLINE WEALTH MANAGEMENT, LLCMichael Timothy Moriarty — HIGHLINE WEALTH MANAGEMENT, LLCAlmog Geva — BRONFMAN E.L. ROTHSCHILD, L.P.
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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