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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

TitleManaging Director And Chief Compliance Officer
Ownership10-25%
Control personYes
Since2016

Lyell Wealth Management LP

TitleManaging Member
Ownership25-50%
Control personYes
Since2016