Steven Connell, financial advisor Honolulu HI

Steven Connell

CRD Number: 1096568
Current Firm: Kobo Wealth Conservancy

Steven Connell (CRD# 1096568) is an Investment Advisor Representative working at Kobo Wealth Conservancy in Honolulu, HI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Diamond Head Financial Advisors LLC Honolulu, HI Jan 2009 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2009
Contact Info for Steven E. Connell
Phone Number: 808-546-1001
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    137
    MILLIONS
  • Total Number of Accounts
    273
    ACCOUNTS
  • Average Account Value
    $501,509
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, HI, IL, TX

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