William Landman, financial advisor Wynnewood PA

William Landman

CRD Number: 4342118
Current Firm: Mainline Private Wealth, LLC

William Landman (CRD# 4342118) is an Investment Advisor Representative working at Mainline Private Wealth, LLC in Wynnewood, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Mainline Private Wealth, LLC Wynnewood, PA Oct 2011 - Current 10
Mainline Investment Advisers, LLC Wynnewood, PA Sep 2011 - Current 10
Merion Realty Advisers, LLC Wynnewood, PA Aug 2011 - Current 10
Mainline Investment Partners, LLC Wynnewood, PA Aug 2011 - Current 10
Cms Holdco, LLC Wynnewood, PA Sep 2010 - Current 11
Renovus Gp, LLC Wynnewood, PA Jun 2010 - Current 11
Capital Management Systems, Llc (previously Inc.) Wynnewood, PA Mar 2003 - Current 18
Cms Fund Advisers, Llc (previously Cms Fund Advisers, Inc.) Wynnewood, PA Nov 2002 - Current 19
Cms Investment Resources, Llc (previously Inc.) Wynnewood, PA Jun 1987 - Current 34
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2003
Contact Info for William A. Landman
Phone Number: 610-896-2050
Registered State(s):
  • DE
  • PA
By the Numbers
  • Total Assets Under Management
    617
    MILLIONS
  • Total Number of Accounts
    640
    ACCOUNTS
  • Average Account Value
    $964,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CT, DE, FL, GA, IL, KY, NH, NJ, NY, OH, PA, RI, SC, VA

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