Featured Business Financial Advisor in Mystic, CT
Mystic Financial Advisors
Lansdowne Wealth Management, LLC
31 Willow Street
Mystic, CT 06355
(860) 245-5078
“Smarter Planning. A Better Retirement.”
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 fiduciary, fee-only financial planner 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:    Fidelity
States Licensed in:    CT
States Willing to do Business in:   
Years of Experience in Financial Services:    13
Number of Years with Current Firm:    9
Work Experience:    12 years in financial planning industry as well as 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), Stocks, Mutual Funds, Bonds
I can meet clients in the following ways:    Via email, At my office, Via phone, At your office, At your home
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Certified Divorce Financial Analyst(CDFA), Accredited Asset Management Specialist (AAMS®)
Securities Licenses:    Series 66, Series 63
Insurance and Annuity Licenses:    Annuity
Financial Organization Memberships:    National Association of Estate Planners & Councils (NAEPC), Paladin Registry
 

Compensation and Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Flat Fee, Hourly, Based on Assets
 
 
 
Prepared By: Robert Henderson
 
 
Yellow Pages - RothIra.org © 2019 | Privacy Policy | Terms Of Use | Help | Contact | Advertise | Affiliate Program | Link To Us | Site Map
All Rights Reserved