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).

Current Firm Details
34 Water Street, Unit 2a, Mystic, CT 06355
https://www.linkedin.com/in/bobhenderson/
By the Numbers
  • Total Assets Under Management
    181
    MILLION
  • Total Number of Accounts
    743
    ACCOUNTS
  • Average Account Value
    $242,953
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, TX

Financial Advisors at Lansdowne Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Robert Henderson, CFP®, financial advisor Mystic CT
Robert Henderson, CFP®
CRD#: 5089860
34 Water Street, Unit 2a, Mystic, CT 06355

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®). 

 

www.LWMwealth.com

 

Lansdowne Wealth Management, LLC

34 Water Street

Mystic, CT 06355

2
Brian Dunhill, financial advisor London
Brian R. Dunhill
CRD#: 4686593
30 Churchill Place, 5th Floor, London, E14 5

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.

3
Isa Kettmann, financial advisor Berlin
Isa Kettmann
CRD#: 6794926
Berlin,

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.

4
Joshua Madden, financial advisor Mystic CT
Joshua R. Madden
CRD#: 7446349
34 Water Street, Unit 2a, Mystic, CT 06355

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.

5
Kamaljit Somal, financial advisor London
Kamaljit S. Somal
CRD#: 7263838
30 Churchill Place, London, E14 5

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals