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Robert Henderson

Lansdowne Wealth Management, LLC

34 Water Street

Mystic, CT 06355
(860) 2455078

Smarter Planning. A Better Retirement.

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

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

14

Number of Years with Current Firm

10

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

Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Stocks

I can meet clients in the following ways

At your office, Via phone, At my office, At your home, Video Conference, Via email

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AAMS®, CDFA®, Certified Divorce Financial Analyst(CDFA)

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

Fee Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Education

Bachelor of Science - Accounting

Bentley University
September 1990 - May 1994

Disclaimer

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