Lansdowne Wealth Management, LLC
Lansdowne Wealth Management, LLC (CRD# 155422) is a financial advisory firm headquartered in Mystic, CT. They manage $180,513,773 in 743 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management181MILLION
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Total Number of Accounts743ACCOUNTS
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Average Account Value$242,953
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, TX
Robert Henderson (CRD# 5089860) is financial planner and Investment Advisor Representative (IAR) working at Lansdowne Wealth Management, LLC in Mystic, CT and has over 15 years of experience in the finance industry.
Robert is a fee-only, CERTIFIED FINANCIAL PLANNER™ professional, specializing in retirement planning, fee-only financial planning & investment management, and working with widows and divorcees. He provides investment management servcies as a fiduciary.
What makes Robert unique in his area, is that there are very few financial planners that provide actual planning work in the Mystic area. While some brokers and insurance salesmen may offer to provide "free" financial planning, it is typically done only with the express understanding that they will sell you a product.
Mr. Henderson has taken additional exams to become a CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Divorce Financial Analyst (CDFA®).
Lansdowne Wealth Management, LLC
34 Water Street
Mystic, CT 06355
Brian Dunhill (CRD# 4686593) is an Investment Advisor Representative working at Lansdowne Wealth Management, LLC in London, and has over 20 years of experience in the finance industry.
Isa Kettmann (CRD# 6794926) is an Investment Advisor Representative working at Lansdowne Wealth Management, LLC in Berlin, and has over 4 years of experience in the finance industry.
Joshua Madden (CRD# 7446349) is an Investment Advisor Representative working at Lansdowne Wealth Management, LLC in Mystic, CT and has over 2 years of experience in the finance industry.
Kamaljit Somal (CRD# 7263838) is an Investment Advisor Representative working at Lansdowne Wealth Management, LLC in London, and has over 2 years of experience in the finance industry.