Lansdowne Wealth Management, LLC
Lansdowne Wealth Management, LLC (CRD# 155422) is a financial advisory firm headquartered in Mystic, CT. They manage $23,400,000 in 92 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management23MILLION
Total Number of Accounts92ACCOUNTS
Average Account Value$254,348
- 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
Robert Henderson (CRD# 5089860) is an Investment Advisor Representative working at Lansdowne Wealth Management, LLC in Mystic, CT and has over 10 years of experience in the finance industry.
Robert is a fee-only financial advisor, specializing in retirement planning, fee-only financial planning & investment management, and working with widows and divorcees. He provides investment management servcies as a fiduciary.
Mr. Henderson has taken additional exams to become a Certified Divorce Financial Analyst (CDFA®). CDFA professionals must pass the comprehensive CDFA Certification Examination, agree to abide by IDFA Board's Code of Ethics and Professional Responsibility and Rules of Conduct.