Kevin Philip Connell
Managing Director And Chief Compliance OfficerLyell Wealth Management LPCRD 6634556
About Kevin Philip Connell
Kevin Philip Connell is listed as Managing Director And Chief Compliance Officer at Lyell Wealth Management LP in Menlo Park, CA. Form ADV reports a beneficial ownership band of 10-25%. Kevin Philip Connell is associated with 2 registered advisers.
Reported ownership
Owns 10-25% of Lyell Wealth Management LP
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kevin Philip Connell work?
Kevin Philip Connell is listed as Managing Director And Chief Compliance Officer at Lyell Wealth Management LP on SEC Form ADV.
How much of Lyell Wealth Management LP does Kevin Philip Connell own?
Form ADV reports a beneficial ownership band of 10-25%.
Lyell Wealth Management LP
| Title | Managing Director And Chief Compliance Officer |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2016 |
Lyell Wealth Management LP
| Title | Managing Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2016 |