WL
William A. Landman
MAINLINE INVESTMENT ADVISERS
Wynnewood, PA 19096-2145
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CRD#: 4342118
WL
Professional summary
William Alan Landman, who also goes by Bill Landman, Billy Landman, is a registered financial advisor currently at MAINLINE INVESTMENT ADVISERS, LLC located in Wynnewood, Pennsylvania.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. William has worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bill Landman | Billy Landman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OTHER THAN WHAT IS LISTED UNDER EMPLOYMENT HISTORY, MR. LANDMAN IS A DIRECTOR, MANAGER, EXECUTIVE OFFICER AND/OR OTHERWISE A CONTROL PERSON OF VARIOUS GENERAL PARTNERS/MANAGERS OF INVESTMENT-RELATED LIMITED PARTNERSHIPS/LIMITED LIABILITY COMPANIES -- PRIVATE FUNDS THAT ARE ADVISED BY CMS FUND ADVISERS, LLC, MAINLINE INVESTMENT ADVISERS, LLC OR MERION REALTY ADVISERS, LLC, OR OTHERWISE SPONSORED BY MERION REALTY PARTNERS OR MAINLINE INVESTMENT PARTNERS. SPECIFIC INFORMATION ABOUT THESE PRIVATE FUNDS MAY BE FOUND ON ADV FORMS OF THE RESPECTIVE SEC-REGISTERED INVESTMENT ADVISERS. LANDMAN SERVES ON BOARDS OF COMPANIES WHERE AFFILIATES HAVE EITHER A CONTROL OR MINORITY INTEREST. HE HAS SERVED ON THE BOARD OF DIRECTORS FOR ZETA GLOBAL HOLDINGS CORP (NYSE: ZETA) LOCATED IN NEW YORK, NY (SINCE IPO IN JUNE 2021). HE HAS ALSO SERVED AS DIRECTOR OF CARETUNER INC. IN DELAWARE (PREVIOUSLY CTRLM HEALTH SINCE MARCH 2020). MR. LANDMAN IS ALSO A SENIOR ADVISOR FOR CONGRESS WEALTH MANAGEMENT, LLC IN BOSTON, MA (SINCE ITS ACQUISITION OF MAINLINE PRIVATE WEALTH, LLC IN SEPTEMBER 2023). LANDMAN IS ALSO A DIRECTOR/SHAREHOLDER/EXEC OFFICER OF AFFILIATED JV INC. MR. LANDMAN IS A DIRECTOR/SHAREHOLDER OF MERION RM INC. WHICH IS THE SOLE MEMBER OF MERION REALTY MANAGEMENT LLC, A PROPERTY MANAGEMENT COMPANY, AS WELL AS AN OFFICER AND MEMBER/MANAGER OF MRM RESIDENTIAL HOLDINGS, LLC, WHICH IS THE SOLE MEMBER OF MRM RESIDENTIAL MANAGEMENT, LLC, ALSO A PROPERTY MANAGEMENT COMPANY. THE ADDRESS OF ALL ABOVE RELATED BUSINESSES IS 308 E. LANCASTER AVE, WYNNEWOOD PA 19096 UNLESS OTHERWISE NOTED.
CRS (Client Relationship Summary) - RIA
Click below to view William Alan Landman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 6, 2023 - Present
MAINLINE INVESTMENT ADVISERS, LLC
Office #1: 308 E. Lancaster Avenue Suite 300, Wynnewood, PA 19096-2145RIA
CRD#: 159045
Wynnewood, PA
Past
January 5, 2012 - October 2, 2023
MAINLINE PRIVATE WEALTH, LLC
RIA
CRD#: 159295
WYNNEWOOD, PA
Past
October 28, 2010 - July 15, 2021
CMS FUND ADVISERS, LLC
RIA
CRD#: 154682
WYNNEWOOD, PA
Past
September 5, 2003 - December 7, 2010
CMS FUND ADVISERS, INC.
RIA
CRD#: 123718
WYNNEWOOD, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MI
MAINLINE INVESTMENT ADVISERS, LLC
MAINLINE COMPANIES | MAINLINE INVESTMENTS | MAINLINE INVESTMENT ADVISERS, LLC
CRD#: 159045 / SEC#: 801-72761
RIA
Registered Investment Advisory firm - (10/5/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Delaware(10/6/2023)
IAR
Pennsylvania(10/6/2023)
Current Firm
MI
MAINLINE INVESTMENT ADVISERS, LLC
MAINLINE COMPANIES | MAINLINE INVESTMENTS | MAINLINE INVESTMENT ADVISERS, LLC
CRD#: 159045 / SEC#: 801-72761
RIA
Registered Investment Advisory firm - (10/5/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
308 E. Lancaster Avenue Suite 300, Wynnewood, PA 19096-2145
Mailing Address
Phone number
(610) 896-3000
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 15 |
| AUM (Assets Under Management) | $ 200,838,563 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/29/2024 | ||
| 10/20/2023 | ||
| 01/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
