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Financial ADVSR advisor directory · SEC adviser records

Lansdowne Wealth Management, LLC financial advisors in Mystic, CT

Every SEC-registered investment adviser representative at a Lansdowne Wealth Management, LLC office in Mystic, A to Z.

The short answer

3 registered advisors work at Lansdowne Wealth Management, LLC in Mystic, out of 7 at the firm nationwide; it ranks number 8 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Lansdowne Wealth Management, LLC advisors in Mystic, A to Z

Every Lansdowne Wealth Management, LLC advisor →

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Lansdowne Wealth Management, LLC advisors in other cities

Greenwich, CT 1

Other firms in Mystic

All Mystic advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Janney Montgomery Scott LLC 13Wells Fargo Clearing Services, LLC 12Morgan Stanley 9Cetera Investment Advisers LLC 5Ameriprise Financial Services, LLC 4LPL Financial LLC 4Osaic Institutions, Inc. 3Stifel, Nicolaus & Company, Incorporated 3

Questions

How many financial advisors does Lansdowne Wealth Management, LLC have in Mystic?

3 investment adviser representatives are registered at Lansdowne Wealth Management, LLC offices in Mystic, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Lansdowne Wealth Management, LLC one of the largest advisor employers in Mystic?

Lansdowne Wealth Management, LLC ranks number 8 in Mystic by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 19.

How do I check a Lansdowne Wealth Management, LLC advisor in Mystic?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lansdowne Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.