Gary Paul Droz

Employer firm

Cw Advisors, LLC CRD 310873

$15.2B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 09/2023
  Mainline Private Wealth, Llc
  Wynnewood, PA
• 05/1993 → Present
  Na - See Position Held
  Pittsburgh, PA
• 01/2015 → 09/2023
  Mainline Securities Llc
  Wynnewood, PA
• 09/2023 → Present
  Cw Advisors, Llc
  Wynnewood, PA

Previous Registrations

• 2012-01-17 → 2023-10-02
  Mainline Private Wealth, Llc
  Wynnewood, PA
• 2000-06-01 → 2012-03-28
  Innovest Financial Management Inc
  Pittsburgh, PA

Other Businesses

1) LICENSED INSURANCE PRODUCER; NON INVESTMENT-RELATED; PITTSBURGH, PA; INSURANCE SALES; 05/1993; 10 HRS/MONTH; 10 HRS/MONTH DURING TRADING HOURS; IMPLEMENTATIONS OF INSURANCE RECOMMENDATIONS. 2) DROZ MANAGEMENT, LLC; INVESTMENT-RELATED; 4916 LIBERTY AVE, PITTSBURGH, PA 15224; SMALL APARTMENT BUILDINGS AND OFFICE; OWNER; 09/2023; 1 HR/MONTH; 1 HR/MONTH DURING TRADING HOURS; I RENT THE APARTMENTS AND COLLECT RENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-12-28
• S63 Uniform Securities Agent State Law Examination
  1983-01-07