Kevin
Connell
Lyell Wealth Management Lp
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About this Advisor
Kevin Connell is a chartered financial analyst working out of Menlo Park, California with a total of 7 years of industry experience. Connell works at Lyell Wealth Management Lp. Their career trajectory has included roles at Atherton Lane Advisers, LLC, Bny Mellon Wealth Management and Lyell Wealth Management Lp. Connell is registered to operate in California. Lyell Wealth Management Lp is an advisory business based in Menlo Park, CA. It administers $863 million in assets under management between its 282 accounts, placing it among the larger firms in the nation by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 282 client accounts, 73% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management usually depend on the type of services offered. Fee types charged by Lyell Wealth Management Lp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lyell Wealth Management Lp Brokerage Details
$862,925,973
11
282
$3,060,021
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Kevin Connell Work History
Kevin has been registered as a financial advisor for 7 years.*
Lyell Wealth Management Lp
Bny Mellon Wealth Management
Atherton Lane Advisers, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Connell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lyell Wealth Management Lp
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
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