Robert C. Henderson

LANSDOWNE WEALTH MANAGEMENT

Mystic, CT 06355

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CRD#: 5089860

Professional summary

Robert C Henderson, CFP® is a registered financial advisor currently at LANSDOWNE WEALTH MANAGEMENT, LLC located in Mystic, Connecticut.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Robert has worked at 2 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Income Management

Comprehensive Financial Planni...

Tax Planning

Investment Planning

Divorce Planning

Retirement Planning

Do you have an area of expertise or specialization?

Baby Boomers

Business Owners

Divorce Planning

High Net Worth Client Needs

Retirement Planning & Distribu...

Tax Planning

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert C Henderson'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

October 29, 2010 - Present

LANSDOWNE WEALTH MANAGEMENT, LLC

Office #1: 34 Water Street Unit 2a, Mystic, CT 06355

RIA

CRD#: 155422

Mystic, CT

Past

February 5, 2007 - September 30, 2010

EDWARD JONES

RIA

CRD#: 250

MYSTIC, CT

Past

March 28, 2006 - September 30, 2010

EDWARD JONES

CRD#: 250

MYSTIC, CT

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".

LANSDOWNE WEALTH MANAGEMENT, LLC

CRD#: 155422 / SEC#: 801-132336

RIA

Registered Investment Advisory firm - (6/30/2025 Approved)

Connecticut

Registered Investment Advisory firm - (9/1/2025 Termination Requested)

Texas

Registered Investment Advisory firm - (9/1/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(10/29/2010)

IAR

Texas
(3/10/2022)

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: 1/26/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/31/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/27/2006

General Securities Representative Examination

Current Firm

LANSDOWNE WEALTH MANAGEMENT, LLC

CRD#: 155422 / SEC#: 801-132336

RIA

Registered Investment Advisory firm - (6/30/2025 Approved)

Connecticut

Registered Investment Advisory firm - (9/1/2025 Termination Requested)

Texas

Registered Investment Advisory firm - (9/1/2025 Terminated)

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Contact information

Main Address

34 Water Street Unit 2a, Mystic, CT 06355

Mailing Address

Phone number

(860) 245-5078

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM 2A & 2B (9/1/2025)

FORM CRS (2/27/2025)

Regulatory assets under management

Total Number of Accounts	778
AUM (Assets Under Management)	$ 214,135,275

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.

Contact information

(xxx) xxx-xxxx

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Robert C. Henderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert C Henderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

LANSDOWNE WEALTH MANAGEMENT, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

LANSDOWNE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/26/2007

Series 63

Date: 3/31/2006

Series 7

Date: 3/27/2006

Current Firm

LANSDOWNE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LANSDOWNE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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