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Managing Director and Chief Compliance Officer · Lyell Wealth Management LP

Kevin P. Connell

CRD 6634556 · Named on Form ADV at one SEC-registered adviser

At a glance

Lyell Wealth Management LP, an SEC-registered wealth manager based in Menlo Park, CA with $1.6 billion in regulatory assets, lists Kevin P. Connell on its Form ADV as Managing Director and Chief Compliance Officer, a control person.

Firms and roles

  • Lyell Wealth Management LPManaging Director and Chief Compliance OfficerWealth manager · Menlo Park, CA · $1.6B in regulatory assets

AtlasMembers

Kevin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.