Robert Henderson, CFP®
CRD Number: 5089860Current Firm: Lansdowne Wealth Management, LLC
Compensation Model: Fee Only
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
- Investment management
- Charitable planning
- Estate planning
- Asset allocation (advice only, not execution)
- Indexing / passive investing
- Security selection (advice only, not execution)
- Socially responsible investing
- Career change
- Divorce
- Retirement planning
- Sudden wealth
- Concentrated / highly appreciated positions
- Stock options / restricted stock
- Approaching retirement
- Retirees
- Widow(er)s
- LBGT households
- Women
Company Name | Location | Dates | Years |
---|---|---|---|
Lansdowne Wealth Management, LLC | Mystic, CT | Oct 2010 - Current | 13 |
Degree | School | Major | Graduation Date |
---|---|---|---|
Bachelor of Science | Bentley University | Accounting | Jun 1994 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2006 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
- CT
- TX
-
Total Assets Under Management181MILLIONS
-
Total Number of Accounts743ACCOUNTS
-
Average Account Value$242,953
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
CT, TX
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