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).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $254,348
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Lansdowne Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert C. Henderson
CRD#: 5089860
31 Willow Street, 2nd Floor, Mystic, CT 06355
103
Wealthminder
score

Robert Henderson (CRD# 5089860) is financial planner and Investment Advisor Representative (IAR) 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 planner, 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 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.

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