Brian R. Dunhill

DUNHILL FINANCIAL

LONDON, SW19 4JS

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CRD#: 4686593

Professional summary

Brian Robin Dunhill is a registered financial advisor currently at DUNHILL FINANCIAL and LANSDOWNE WEALTH MANAGEMENT, LLC located in Greenwich, Connecticut.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Brian has worked at 10 firms and has passed the Series 66, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Dunhill Financial Ltd; Foreign Registered Investment Adviser; London, E14 5RE, United Kingdom; 2) American Citizens Abroad Inc.; Member of the advisory committee; non-profit membership organization. 2 hours monthly. 3) Appointed Representative of Blacktower Financial Management (Int) Ltd (BFMI) and Blacktower Financial Management Cyprus Limited (BFMCL): 12/2019 4) Secretary of Adrian Leeds Group: 08/2020; 1 hour per month during trading hours 5) Board member of the American Club of Brussels and the Sharkey Foundation 6) Member Forbes Finance Council. Forbes Finance Council is a vetted professional networking community for senior-level finance executives; 11/2024

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Robin Dunhill's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 18, 2017 - Present

DUNHILL FINANCIAL

Office #1: Swan Court 11 Worple Road Unit 109, London, SW19 4JS

RIA

CRD#: 288211

LONDON,

Current

January 4, 2022 - Present

LANSDOWNE WEALTH MANAGEMENT, LLC

Office #1: 60 Carolina Place, Greenwich, CT 06831

RIA

CRD#: 155422

Greenwich, CT

Past

April 9, 2013 - November 28, 2016

CONCERT WEALTH MANAGEMENT

RIA

CRD#: 141253

BRUSSELS,

Past

June 25, 2012 - November 15, 2012

IFS SECURITIES

CRD#: 40375

ATLANTA, GA

Past

June 14, 2012 - August 6, 2012

SB ADVISORY, LLC

RIA

CRD#: 154680

ATLANTA, GA

Past

April 30, 2009 - July 26, 2010

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

WALNUT CREEK, CA

Past

April 29, 2009 - July 26, 2010

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

WALNUT CREEK, CA

Past

May 24, 2005 - May 13, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SAN FRANCISCO, CA

Past

May 20, 2005 - May 13, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SAN FRANCISCO, CA

Past

May 2, 2005 - July 1, 2005

LEHMAN BROTHERS INC.

RIA

CRD#: 7506

PALM BEACH, FL

Past

March 17, 2005 - July 1, 2005

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

December 9, 2004 - April 11, 2005

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

October 27, 2003 - November 2, 2004

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

CLERMONT, FL

Past

September 11, 2003 - November 2, 2004

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DUNHILL FINANCIAL

DF-DIRECT | OMNIWEALTH.EU | DUNHILL FINANCIAL, LLC | DUNHILL FINANCIAL

CRD#: 288211 / SEC#: 801-110590

RIA

Registered Investment Advisory firm - (6/9/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(1/4/2022)

IAR

Florida
(9/18/2017)

IAR

Louisiana
(12/4/2017)

IAR

Texas
(3/12/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/21/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/10/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 2/5/2007

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/29/2007

General Securities Sales Supervisor - Options Module Examination

Current Firm

DUNHILL FINANCIAL

DF-DIRECT | OMNIWEALTH.EU | DUNHILL FINANCIAL, LLC | DUNHILL FINANCIAL

CRD#: 288211 / SEC#: 801-110590

RIA

Registered Investment Advisory firm - (6/9/2017 Approved)

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Contact information

Main Address

Swan Court 11 Worple Road Unit 109, London, SW19 4JS

Mailing Address

Phone number

+1 (561) 685-2381

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV2A (9/23/2025)

Regulatory assets under management

Total Number of Accounts	1,436
AUM (Assets Under Management)	$ 322,892,937

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Brian R. Dunhill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Robin Dunhill's CRS (Customer Relationship Summary).

Certified licenses

Experience

LANSDOWNE WEALTH MANAGEMENT, LLC

CONCERT WEALTH MANAGEMENT

IFS SECURITIES

SB ADVISORY, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

LEHMAN BROTHERS INC.

LEHMAN BROTHERS INC.

AMERICAN GENERAL SECURITIES INCORPORATED

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

DUNHILL FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 10/21/2003

Series 7

Date: 9/10/2003

Series 10

Date: 2/5/2007

Series 9

Date: 1/29/2007

Current Firm

DUNHILL FINANCIAL

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DUNHILL FINANCIAL

TRUST BUT VERIFY

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