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Douglas Louis Kobak

MAIN LINE GROUP WEALTH MANAGEMENT, LLC·CONSHOHOCKEN, Pennsylvania
SIE, Series 7, Series 31, Series 63, Series 65CFPClean record26 years registeredMAIN LINE GROUP WEALTH MANAGEMENT, LLC
101 W ELM ST, CONSHOHOCKEN, PA 19428CRD# 1395715Firm CRD# 150964

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas Louis Kobak · CONSHOHOCKEN, PA
Registration
CRD #1395715 · MAIN LINE GROUP WEALTH MANAGEMENT, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

MAIN LINE GROUP WEALTH MANAGEMENT, LLC
Jul 2012 – present
DIASTOLE WEALTH MANAGEMENT
Jul 2009 – Dec 2010
CONSHOHOCKEN, PA
MORGAN STANLEY SMITH BARNEY LLC
Jun 2009 – Aug 2009
WEST CONSHOHOCKEN, PA
CITIGROUP GLOBAL MARKETS INC.
Jan 2000 – Jun 2009
WEST CONSHOHOCKEN, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 63
Series 65
Registration record
First registered · January 12, 2000
Years registered · 26
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MAIN LINE GROUP WEALTH MANAGEMENT, LLC
CRD 150964 · SEC 801-124756
AUM
$103M
Regulatory assets under management
Employees
2
253 client accounts
Services offered by MAIN LINE GROUP WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at MAIN LINE GROUP WEALTH MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Douglas Louis Kobak offer?
Douglas Louis Kobak specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.
What are Douglas Louis Kobak's credentials?
Douglas Louis Kobak holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Douglas Louis Kobak located?
Douglas Louis Kobak is based in CONSHOHOCKEN, Pennsylvania, working with MAIN LINE GROUP WEALTH MANAGEMENT, LLC. Their office serves clients in the CONSHOHOCKEN metropolitan area and surrounding communities.
How does Douglas Louis Kobak charge for services?
Douglas Louis Kobak's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAIN LINE GROUP WEALTH MANAGEMENT, LLC?
MAIN LINE GROUP WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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