Brian Dunhill has been an investment adviser representative at Lansdowne Wealth Management since January 2022, and is not listed among the firm’s executive officers or direct owners.
Lansdowne Wealth Management, LLC is a Mystic, CT firm with $228M under management, 357 clients and 6 advisers in one office, as of its March 2026 filing.
Brian Dunhill’s longest registration is the current one, 9 years at Dunhill Financial since 2017. Before joining Lansdowne Wealth Management in 2022, Brian Dunhill was registered through Concert Wealth Management and Ifs Advisory, LLC.
- – present · 4 yearsGreenwich, CT · Adviser representative · Firm CRD 155422
- Dunhill FinancialAlso current– present · 9 yearsLondon · Adviser representative · Firm CRD 288211
- Concert Wealth Management– · 3 yearsBrussels · Adviser representative · Firm CRD 141253
- Ifs Advisory, LLC– · under a yearAtlanta, GA · Adviser representative · Firm CRD 154680
- Raymond James & Associates, Inc.– · 1 yearWalnut Creek, CA · Adviser representative · Firm CRD 705
- UBS Financial Services Inc.– · 3 yearsSan Francisco, CA · Adviser representative · Firm CRD 8174
- Lehman Brothers Inc.– · under a yearPalm Beach, FL · Adviser representative · Firm CRD 7506
- A. G. Edwards & Sons, Inc.– · 1 yearClermont, FL · Adviser representative · Firm CRD 4
Investment adviser representative registrations
Brian Dunhill is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from September 2017; the most recent is Connecticut, in January 2022.
- ConnecticutSince 4 January 2022
- FloridaSince 18 September 2017
- LouisianaSince 4 December 2017
- TexasResidentSince 12 March 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 5 February 2007 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 29 January 2007 |
| Series 66 | Uniform Combined State Law Examination | 21 October 2003 |
| Series 7 | General Securities Representative Examination | 10 September 2003 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian Robin Dunhill
- CRD
- 4686593
- Firm
- Lansdowne Wealth Management · CRD 155422
- Office
- 60 Carolina Place, Greenwich, CT 06831
- Registration
- Investment adviser registration
- In the industry since
- September 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Brian Dunhill work?
Brian Dunhill is an investment adviser representative registered through Lansdowne Wealth Management, LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Brian Dunhill a financial advisor?
Yes. Brian Dunhill has a current investment-adviser registration in Connecticut, Florida, Louisiana and Texas, through Lansdowne Wealth Management since January 2022.
How many years of experience does Brian Dunhill have?
Brian Dunhill has 19 years in the financial industry, since September 2007, across 8 adviser firms.
What exams has Brian Dunhill passed?
Brian Dunhill has passed 4 licensing exams: the Series 7, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in September 2003.
Where did Brian Dunhill work before Lansdowne Wealth Management?
Before Lansdowne Wealth Management, Brian Dunhill was registered through Concert Wealth Management, April 2013 to November 2016; Ifs Advisory, LLC, June 2012 to August 2012; Raymond James & Associates, Inc., April 2009 to July 2010; UBS Financial Services Inc., May 2005 to May 2009; Lehman Brothers Inc., May 2005 to July 2005; A. G. Edwards & Sons, Inc., October 2003 to November 2004.
Where is Brian Dunhill based?
Brian Dunhill’s registered office is in Greenwich, CT.
Is Brian Dunhill registered with FINRA?
No. Brian Dunhill has no current broker registration.
How can I verify Brian Dunhill’s record?
Search CRD 4686593 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Dunhill’s full registration record.
