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Lansdowne Wealth Management, LLC CRD 155422
$228M regulatory AUM 16 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
34 Water Street Unit 2A, Mystic, CT 06355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-04-11 |
| TX | RA | APPROVED | 2025-04-11 |
Branch Locations
Swan Court, 11 Worple Road Unit 109, London SW19 4JS • United Kingdom
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-15 |
Branch Locations
Swan Court, 11 Worple Road Unit 109, London SW19 4JS • United Kingdom
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N/A | Christchurch | 02/2014 | 05/2017 | |
| Anz New Zealand | Christchurch | 06/2016 | 08/2017 | |
| Bank Of New Zealand | Christchurch | 08/2017 | 05/2018 | |
| Axia Labs | Christchurch | 12/2017 | 12/2019 | |
| Gap Year (Oe) | Christchurch | 01/2020 | 11/2020 | |
| Twine Financial Advisers | Auckland | 11/2020 | 02/2024 | |
| Travel (Relocating To London) | London | 02/2024 | 06/2024 | |
| Dunhill Financial, Llc | London | 06/2024 | 09/2024 | |
| Dunhill Financial, Llc | London | 09/2024 | Present | |
| Lansdowne Wealth Management, Llc | Mystic | CT | 11/2024 | Present |
Investment Adviser Representative at Dunhill Financial, LLC. Working as fiduciary and no commissions received.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-24 |
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