JM
Joshua R. Madden
DUNHILL FINANCIAL
LONDON, SW19 4JS
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CRD#: 7446349
JM
Professional summary
Joshua Robert Madden is a registered financial advisor currently at DUNHILL FINANCIAL and LANSDOWNE WEALTH MANAGEMENT, LLC .
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Joshua has worked at 2 firms and has passed the Series 65 exam.
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) Investment Adviser Representative at Dunhill Financial 2) Appointed Representative of Blacktower Financial Management (Int) Ltd (BFMI) & Blacktower Financial Management Cyprus Limited (BFMCL) 3) Adur Ukraine Support Association; investment related: No; Shoreham-by-Sea, United Kingdom; AUSA's aims are to benefit and support its Members and our aims include:- Supporting the community of displaced Ukrainians (guests) in the Adur area, - Support the needs of those Ukrainians and their hosts, - Preserving and promoting Ukrainian culture and heritage, - Promoting a mutually beneficial cultural and recreational relationship between Ukrainians and our communities, - Working with other groups to be part of a wider support network; Committee Member; Supporting the association in organizing activities and planning to strengthen and build the local Ukranian community and foster integration with the locals.; Start date: 2024-11-01; Hours per month during trading hours: 0; Hours per month outside trading hours: 10. 4) Adur Ukraine Support Association; investment related: No; 7 Frampton Place Shoreham-by-Sea West Sussex BN43 5SF United Kingdom; Adur Ukraine Support Association (AUSA) was established in September 2022 to formalise the work and support of a group of volunteers who had been fundraising and providing support to Ukrainians in the Adur (Sompting, Lancing, Shoreham, Southwick, Fishersgate) area since the full-scale invasion of Ukraine by Russia in February 2022. AUSA is an unincorporated Association and is run by a team of Officers and Committee (see below for current Officers and Committee members). We are a membership association and work for the benefit and support of our Members. AUSA's aims are to benefit and support its Members and our aims include: - Supporting the community of displaced Ukrainians (guests) in the Adur area - Support the needs of those Ukrainians and their hosts - Preserving and promoting Ukrainian culture and heritage - Promoting a mutually beneficial cultural and recreational relationship between Ukrainians and our communities - Working with other groups to be part of a wider support network. We hope that our group will involve the whole community with input and participation from Ukrainian guests, Ukrainian diaspora, hosts and sponsors and local interested residents.; Trustee; Responsible for managing the affairs of the association, coordinating with members, and generally promoting the culture and welfare of Ukrainians living in the UK.; 2025-07-08; Hours per month during trading hours: 0; Hours per month outside trading hours: 12
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Robert Madden's 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®
NoneExperience
Current
December 9, 2021 - Present
DUNHILL FINANCIAL
Office #1: Swan Court 11 Worple Road Unit 109, London, SW19 4JSRIA
CRD#: 288211
LONDON,
Current
September 24, 2023 - Present
LANSDOWNE WEALTH MANAGEMENT, LLC
Office #1: 30 Churchill Place 5th Floor, London, E14 5RERIA
CRD#: 155422
London,
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".
DF
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(9/24/2023)
IAR
Florida(12/9/2021)
IAR
Texas(9/24/2023)
Current Firm
DF
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)Upgrade to AdvisorCheck Premium
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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
9
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,436 |
| AUM (Assets Under Management) | $ 322,892,937 |
Red Flags
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Company Information
DUNHILL FINANCIAL
CRD#: 288211London, SW19 4JSTRUST BUT VERIFY
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