Kamaljit Somal has been an investment adviser representative at Lansdowne Wealth Management since May 2023, 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.
Kamaljit Somal’s longest registration is the current one, 4 years at Dunhill Financial since 2021.
- – present · 3 yearsLondon · Adviser representative · Firm CRD 155422
- Dunhill FinancialAlso current– present · 4 yearsLondon · Adviser representative · Firm CRD 288211
Investment adviser representative registrations
Kamaljit Somal is registered as an investment adviser representative in 3 states. The first approvals date from November 2021; the most recent are Connecticut and Texas, in May 2023.
- ConnecticutSince 26 May 2023
- FloridaSince 5 November 2021
- TexasSince 26 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 August 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kamaljit Singh Somal
- CRD
- 7263838
- Firm
- Lansdowne Wealth Management · CRD 155422
- Registration
- Investment adviser registration
- In the industry since
- November 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Kamaljit Somal work?
Kamaljit Somal is an investment adviser representative registered through Lansdowne Wealth Management, LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Kamaljit Somal a financial advisor?
Yes. Kamaljit Somal has a current investment-adviser registration in Connecticut, Florida and Texas, through Lansdowne Wealth Management since May 2023.
How many years of experience does Kamaljit Somal have?
Kamaljit Somal has 4 years in the financial industry, since November 2021, across 2 adviser firms.
What exams has Kamaljit Somal passed?
Kamaljit Somal passed the Series 65 in August 2021.
Is Kamaljit Somal registered with FINRA?
No. Kamaljit Somal has no current broker registration.
How can I verify Kamaljit Somal’s record?
Search CRD 7263838 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kamaljit Somal’s full registration record.
