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Paladin Research Report For:

Robert Henderson

Lansdowne Wealth Management, LLC

CFP®
34 Water Street
Mystic, CT 06355
860-245-5078

About Robert Henderson

Robert Henderson, CFP® is the President and Advisor at LWM. Prior to founding the firm, Mr. Henderson was a financial advisor with a nationally recognized brokerage firm. His previous experience included numerous senior corporate financial positions, including Director of Finance and Accounting and Controller positions. Mr. Henderson holds a BS degree in Accounting from Bentley University, the CERTIFIED FINANCIAL PLANNER professional designation, earned the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning, and is a Certified Divorce Financial Analyst (CDFA).

See Disclosures

General Information

Firm Start Year
  • 2010
No. of Employees
  • 2-4
CRD#
  • 5089860
Firm CRD#
  • 155422
Insurance License#
  • CT #002266283
Name of Custodial Firm
  • Fidelity
States Licensed in
  • CT
Years of Experience in Financial Services
  • 15
Number of Years with Current Firm
  • 11
Work Experience
  • 15 years in financial planning industry as well as 12 years in senior corporate finance roles.
Work with the following types of clients
  • Individual Investors, Businesses, Non-Profit Organizations
Advisory Services Provided
  • Financial Planning for Individuals, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Securities Licenses
  • Series 63, Series 66
Financial Organization Memberships
  • National Association of Estate Planners & Councils (NAEPC)

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $100,000
Compensation Methods
  • Based on Assets, Flat Fee, Hourly

Education

Bachelor of Science - Accounting

Bentley University
September 1990 -May 1994

CERTIFIED FINANCIAL PLANNER" professional - Financial Planning

CFP Board
2021 -2021

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1866351/paladinregistry-Lansdowne-Wealth-Management,-LLC-detailed-disclosure.html

Disclaimer

Registered Investment Advisor in the state of CT. CRD# 155422