Featured Business Financial Advisor in Mystic, CT
Mystic Financial Advisors
Lansdowne Wealth Management, LLC
31 Willow St, 2nd Floor
Mystic, CT 06355
(860) 245-5078
“Retirement Wealth Advisors”
Advisor Profile
Robert Henderson
Name:  Robert Henderson
Phone Number:  (860) 245-5078
Website:  Visit Website
Disclaimer
Registered Investment Advisor in the state of CT. CRD# 155422

About Lansdowne Wealth Management, LLC

Lansdowne Wealth Management, LLC ("LWM") is an independent,
fee-only financial advisor 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.
 

General Information

CRD#:    5089860
Firm CRD#:    155422
Insurance License#:    CT #002266283
Name of Custodial Firm:    First Clearing Corp
States Licensed in:    CT
States Willing to do Business in:   
Years of Experience in Financial Services:    10
Number of Years with Current Firm:    5
Work Experience:    10 years in financial planning industry.
12 years in senior corporate finance roles.
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Insurance, Mutual Funds, Bonds, Stocks, Annuities
I can meet clients in the following ways:    At my office, Via phone, At your office, Via email, At your home
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Certified Divorce Financial Analyst(CDFA), Accredited Asset Management Specialist (AAMSŪ)
Securities Licenses:    Series 7, Series 63, Series 66
Insurance and Annuity Licenses:    Disability, Annuity, Life, Long Term Care
Financial Organization Memberships:    National Association of Estate Planners & Councils (NAEPC)
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets, Hourly, Flat Fee
 
 
 
Prepared By: Robert Henderson

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