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RIA / WealthAdvisor39 years in industry

WILLIAM ALAN LANDMAN

Advisor at MAINLINE INVESTMENT ADVISERS, LLC

WYNNEWOOD, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 2
Observed: Sep 5, 2003 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

William Alan Landman

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

William Alan Landman

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MAINLINE INVESTMENT ADVISERS, LLC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Sep 4, 2003
First registration: Sep 5, 2003
Dual registered: no
Other names: BILL LANDMAN|BILLY LANDMAN
IAPD individual key: 4342118

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MAINLINE INVESTMENT ADVISERS, LLC	Asset manager	Oct 6, 2023	n/a	yes	WYNNEWOOD, PA	Current employment
MAINLINE PRIVATE WEALTH, LLC	Former SEC adviser	Jan 5, 2012	Oct 2, 2023	no	WYNNEWOOD, PA	Previous registration
CMS FUND ADVISERS, LLC	Former SEC adviser	Oct 28, 2010	Jul 15, 2021	no	WYNNEWOOD, PA	Previous registration
CMS FUND ADVISERS, INC.	n/a	Sep 5, 2003	Dec 7, 2010	no	PHILADELPHIA, PA\|WYNNEWOOD, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MAINLINE PRIVATE WEALTH, LLC	MAINLINE INVESTMENT ADVISERS, LLC	Oct 2, 2023	Oct 6, 2023	4	Firm change	Other
CMS FUND ADVISERS, LLC	MAINLINE PRIVATE WEALTH, LLC	Jul 15, 2021	Jan 5, 2012	-3,479	Firm change after gap	Other
CMS FUND ADVISERS, INC.	CMS FUND ADVISERS, LLC	Dec 7, 2010	Oct 28, 2010	-40	Firm change after gap	Other

Relationships

Registered with (4)

→ MAINLINE INVESTMENT ADVISERS, LLCRegistered adviserregistration: current employment
Oct 6, 2023 to presentfactForm ADV
→ MAINLINE PRIVATE WEALTH, LLCRegistered adviserregistration: previous registration
Jan 5, 2012 to Oct 2, 2023factForm ADV
→ CMS FUND ADVISERS, LLCRegistered adviserregistration: previous registration
Oct 28, 2010 to Jul 15, 2021factForm ADV
→ CMS FUND ADVISERS, INC.Registered adviserregistration: previous registration
Sep 5, 2003 to Dec 7, 2010factForm ADV

Dated events

Occurred
Oct 2, 2023
Advisor changed firm
William Alan Landman left Mainline Private Wealth, Llc for Mainline Investment Advisers, Llc (registered 2023-10-06)
Form ADVobserved 4 days ago