Robin Lakey-White has been an investment adviser representative at Lansdowne Wealth Management since July 2026, 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.
Robin Lakey-White’s longest registration was 11 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2008–2019). Before joining Lansdowne Wealth Management in 2026, Robin Lakey-White was registered through UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · under a yearLondon · Adviser representative · Firm CRD 155422
- Dunhill FinancialAlso current– present · 1 yearLondon · Adviser representative · Firm CRD 288211
- UBS Financial Services Inc.– · 1 yearSan Antonio, TX · Adviser representative · Firm CRD 8174
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 11 yearsSan Antonio, TX · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Robin Lakey-White is registered as an investment adviser representative in 2 states. The first approvals date from June 2025; the most recent is Connecticut, in July 2026.
- ConnecticutSince 24 July 2026
- FloridaSince 17 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 29 June 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 May 2008 |
| Series 7 | General Securities Representative Examination | 18 March 2008 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robin Alexandra Lakey-White
- CRD
- 5443866
- Firm
- Lansdowne Wealth Management · CRD 155422
- Registration
- Investment adviser registration
- In the industry since
- November 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Robin Lakey-White work?
Robin Lakey-White is an investment adviser representative registered through Lansdowne Wealth Management, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Robin Lakey-White a financial advisor?
Yes. Robin Lakey-White has a current investment-adviser registration in Connecticut and Florida, through Lansdowne Wealth Management since July 2026.
How many years of experience does Robin Lakey-White have?
Robin Lakey-White has 13 years in the financial industry, since November 2012, across 4 adviser firms.
What exams has Robin Lakey-White passed?
Robin Lakey-White has passed 3 licensing exams: the Series 7, Series 66 and Series 7TO. The earliest, the Series 7, was passed in March 2008. FINRA credited Robin Lakey-White with the SIE, which began in October 2018.
Where did Robin Lakey-White work before Lansdowne Wealth Management?
Before Lansdowne Wealth Management, Robin Lakey-White was registered through UBS Financial Services Inc., September 2019 to October 2020; Merrill Lynch, Pierce, Fenner & Smith Incorporated, May 2008 to September 2019.
Is Robin Lakey-White registered with FINRA?
No. Robin Lakey-White has no current broker registration.
How can I verify Robin Lakey-White’s record?
Search CRD 5443866 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robin Lakey-White’s full registration record.
