Unclaimed Profile

Kevin Philip Connell

LYELL WEALTH MANAGEMENT LP·MENLO PARK, California

Clean record10 years registeredLYELL WEALTH MANAGEMENT LP

3000 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 6634556Firm CRD# 283521

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Philip Connell · MENLO PARK, CA

Registration

CRD #6634556 · LYELL WEALTH MANAGEMENT LP · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LYELL WEALTH MANAGEMENT LP

LYELL WEALTH MANAGEMENT LP

Aug 2016 – Jul 2025

Menlo Park, CA

Registrations & Exams

Registration record

First registered · August 10, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LYELL WEALTH MANAGEMENT LP

CRD 283521 · SEC 801-107892

AUM

$1.1B

Regulatory assets under management

Employees

286 client accounts

Services offered by LYELL WEALTH MANAGEMENT LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LYELL WEALTH MANAGEMENT LP →

Introduction

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Frequently Asked Questions

What services does Kevin Philip Connell offer?

Kevin Philip Connell specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Kevin Philip Connell's credentials?

Kevin Philip Connell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Philip Connell located?

Kevin Philip Connell is based in MENLO PARK, California, last registered with LYELL WEALTH MANAGEMENT LP.

How does Kevin Philip Connell charge for services?

Kevin Philip Connell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LYELL WEALTH MANAGEMENT LP?

LYELL WEALTH MANAGEMENT LP has approximately 11 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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