William LandmanCRD 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.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|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|
Total Assets Under Management617MILLIONS
Total Number of Accounts640ACCOUNTS
Average Account Value$964,659
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CT, DE, FL, GA, IL, KY, NH, NJ, NY, OH, PA, RI, SC, VA
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