Kevin Connell, financial advisor Menlo Park CA

Kevin Connell

CRD Number: 6634556
Current Firm: Lyell Wealth Management LP

Kevin Connell (CRD# 6634556) is an Investment Advisor Representative working at Lyell Wealth Management LP in Menlo Park, CA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lyell Wealth Management LP Menlo Park, CA May 2016 - Current 7
Bny Mellon Wealth Management San Francisco, CA Apr 2016 - May 2016 < 1
Atherton Lane Advisers, LLC Menlo Park, CA Feb 2005 - Apr 2016 11

Kevin Connell has no recent exams reported.
Contact Info for Kevin P. Connell
Phone Number: 650-353-3692
Firm Website: https://lyellwealth.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,094
    MILLIONS
  • Total Number of Accounts
    286
    ACCOUNTS
  • Average Account Value
    $3,826,120
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, CO, FL, ID, NJ, NY, OR, TX, VT, WA

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