William Alan Landman
Investment adviser representative at Mainline Investment Advisers, LLC
39 yearsExperience
2 statesRegistered in
$109.9MFirm assets
15 yearsFirm in business
Are you William Alan Landman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
39 years in the industry.
- Mainline Investment Advisers, LLCSep 2011 to now
- Mainline Investment Partners, LLCAug 2011 to now
- Merion Realty Advisers, LLCAug 2011 to now
- Merion Realty PartnersAug 2011 to now
- Cms Holdco, LLCSep 2010 to now
- Cms Fund Advisers, LLC (previously Cms Fund Advisers, Inc.)Nov 2002 to now
- Mainline Private Wealth, LLCOct 2011 to Sep 2023
- Renovus Gp, LLCJun 2010 to Dec 2022
- Capital Management Systems, LLC (previously Inc.)Mar 2003 to Dec 2022
- Cms Investment Resources, LLC (previously Inc.)Jun 1987 to Dec 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (DE, PA).
Mainline Investment Advisers, LLC
$109.9MAssets managed
16Clients
2Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4342118
- Firm CRD
- 159045