Unclaimed Profile

William Alan Landman

MAINLINE INVESTMENT ADVISERS, LLC·WYNNEWOOD, Pennsylvania

Series 65Clean record22 years registeredMAINLINE INVESTMENT ADVISERS, LLC

308 E. LANCASTER AVENUE, WYNNEWOOD, PA 19096-2145CRD# 4342118Firm CRD# 159045

Profile Verification

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

Identity

William Alan Landman · WYNNEWOOD, PA

Registration

CRD #4342118 · MAINLINE INVESTMENT ADVISERS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

MAINLINE INVESTMENT ADVISERS, LLC

Oct 2023 – present

MAINLINE PRIVATE WEALTH, LLC

Jan 2012 – Oct 2023

WYNNEWOOD, PA

CMS FUND ADVISERS, LLC

Oct 2010 – Jul 2021

WYNNEWOOD, PA

CMS FUND ADVISERS, INC.

Sep 2003 – Dec 2010

WYNNEWOOD, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 5, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAINLINE INVESTMENT ADVISERS, LLC

CRD 159045 · SEC 801-72761

AUM

$245M

Regulatory assets under management

Employees

9 client accounts

Services offered by MAINLINE INVESTMENT ADVISERS, LLC

Per Form ADV

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at MAINLINE INVESTMENT ADVISERS, LLC →

Introduction

Speak with William

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

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

Looking for a financial advisor in WYNNEWOOD?

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

Browse WYNNEWOOD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Alan Landman offer?

William Alan Landman specializes in Retirement Planning. Contact their office in WYNNEWOOD, Pennsylvania for a consultation.

What are William Alan Landman's credentials?

William Alan Landman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Alan Landman located?

William Alan Landman is based in WYNNEWOOD, Pennsylvania, working with MAINLINE INVESTMENT ADVISERS, LLC. Their office serves clients in the WYNNEWOOD metropolitan area and surrounding communities.

How does William Alan Landman charge for services?

William Alan Landman's firm is compensated through percentage of aum, subscription fees, other: a percentage of committed or contributed capital. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MAINLINE INVESTMENT ADVISERS, LLC?

MAINLINE INVESTMENT ADVISERS, LLC has approximately 6 employees and manages $245M 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 →