RobertHenderson- Financial Advisor Mystic, CT

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About Robert Henderson

Lansdowne Wealth Management, LLC ("LWM") is an fiduciary, fee-only CERTIFIED FINANCIAL PLANNER^™ professional firm based in Mystic, CT. Our clients depend on us to provide personalized, thoughtful service and advice. As a fee-only Registered Investment Advisor, we present you with objective, independent guidance for achieving your goals. Successful individuals and families in southeastern Connecticut, Rhode Island and throughout the United States rely on us to guide the way so they can be confident in their futures.

Our goal is to provide our clients with the most complete Asset Management and Financial Planning services available. From the very beginning, our objective is to provide individual investors with the same level of sophisticated management as institutional investors. We are proud to say that the services our clients receive rival that of large institutions.

In addition to providing portfolio management services, we also provide our clients with the opportunity to access our comprehensive Fee-Only Financial Planning and Wealth Management services.

See Disclosures

General Information

Firm Start Year

2010

No. of Employees

CRD#

5089860

Firm CRD#

155422

Insurance License#

CT #002266283

Name of Custodial Firm

Fidelity

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

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

Investment Advisor Representative

Acknowledged fiduciary

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

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Paladin Research Report For:

Robert Henderson

Lansdowne Wealth Management, LLC