JM
Joshua R. Madden
DUNHILL FINANCIAL
LONDON, SW19 4JS
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CRD#: 7446349
JM
Joshua Robert MaddenDUNHILL FINANCIAL
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.
At a Glance
Always Fiduciary
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.
1.9/2021 Dunhill Financial, LLC; Investment Adviser Representative; Registered Investment Adviser; Swan Court, 11 Worple Road, Unit 109, London SW19 4JS, United Kingdom; Approximately 25 hour/week, 8 hour/week during trading hours; personalized investment advice and financial planning services, helping clients manage investments, retirement, and wealth strategies; Approximately 60% of professional time spent_ 2. 5/2023 Lansdowne Wealth Management, LLC; Investment Adviser Representative; Registered Investment Adviser; 34 Water Street, Mystic, CT 06355; Approximately 5 hour/week, 4 hour/week during trading hours; provide comprehensive financial planning and personalized investment advice, helping clients achieve goals such as retirement, wealth accumulation, education funding, and estate planning; Approximately 10% of professional time spent_ 3.6/2023 Dunhill Financial Ltd.; Advisor; International Wealth Management & Investment Advisory Organization; Swan Court, 11 Worple Road, Unit 109, London SW19 4JS, United Kingdom; Approximately 5 hour/week, 4 hour/week during trading hours; provide personalized financial planning and investment advice while also leading and mentoring a team of advisers to deliver high-quality client service and help clients achieve their long-term financial goals; Approximately 10% of professional time spent_ 4. 8/2026 Hoxton Wealth USA LLC; Investment Adviser Representative; Registered Investment Adviser; 100 East Pine Street, Suite 110, Orlando, FL 32801; Approximately 5 hour/week, 4 hour/week during trading hours; provide comprehensive financial planning and personalized investment advice, helping clients achieve goals such as retirement, wealth accumulation, education funding, and estate planning; Approximately 20% of professional time spent_ 5. 11/2024 Adur Ukraine Support Association; Committee Member; UK Registered Charitable Organization; Non- Investment Related; 7 Frampton Place Shoreham-by-Sea West Sussex BN43 5SF United Kingdom; 12 Hours/Month; 0 hours during trading hours; supporting Ukrainian refugees, fostering community integration, and promoting Ukrainian culture and heritage.
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)
Exams
What does exam status mean?
State Security Law Exam
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)Loading...
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
13
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,701 |
| AUM (Assets Under Management) | $ 601,716,422 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
