Unclaimed Profile

Gary Paul Droz

MAINLINE PRIVATE WEALTH, LLC·WYNNEWOOD, Pennsylvania

SIE, Series 7, Series 22, Series 63, Series 65Clean record26 years registeredMAINLINE PRIVATE WEALTH, LLC

308 E. LANCASTER AVENUE, WYNNEWOOD, PA 19096CRD# 1081511Firm CRD# 159295

Profile Verification

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

Identity

Gary Paul Droz · WYNNEWOOD, PA

Registration

CRD #1081511 · MAINLINE PRIVATE WEALTH, LLC · 26 years registered

Brand Profile

Not yet started

Career History

CW ADVISORS, LLC

Sep 2023 – present

MAINLINE PRIVATE WEALTH, LLC

Jan 2012 – Oct 2023

WYNNEWOOD, PA

INNOVEST FINANCIAL MANAGEMENT INC

Jun 2000 – Mar 2012

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 22

Series 63

Series 65

Registration record

First registered · June 1, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAINLINE PRIVATE WEALTH, LLC

CRD 159295 · SEC 801-72888

AUM

$793M

Regulatory assets under management

Employees

858 client accounts

Services offered by MAINLINE PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MAINLINE PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Gary Paul Droz offer?

Gary Paul Droz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WYNNEWOOD, Pennsylvania for a consultation.

What are Gary Paul Droz's credentials?

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

Where is Gary Paul Droz located?

Gary Paul Droz is based in WYNNEWOOD, Pennsylvania, working with MAINLINE PRIVATE WEALTH, LLC. Their office serves clients in the WYNNEWOOD metropolitan area and surrounding communities.

How does Gary Paul Droz charge for services?

Gary Paul Droz'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 MAINLINE PRIVATE WEALTH, LLC?

MAINLINE PRIVATE WEALTH, LLC has approximately 7 employees and manages $793M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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