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Julia Anne Mcconnell

VELA INVESTMENT MANAGEMENT, LLC·NEW ALBANY, Ohio
SIE, Series 6, Series 26, Series 63Clean recordVELA INVESTMENT MANAGEMENT, LLC
220 MARKET STREET SUITE 208, NEW ALBANY, OH 43054CRD# 5447144Firm CRD# 306678

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julia Anne Mcconnell · NEW ALBANY, OH
Registration
CRD #5447144 · VELA INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
VELA INVESTMENT MANAGEMENT, LLC
CRD 306678 · SEC 801-119022
AUM
$398M
Regulatory assets under management
Employees
25
278 client accounts
Services offered by VELA INVESTMENT MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
High Net Worth Individuals
View all advisors at VELA INVESTMENT MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Julia Anne Mcconnell offer?
Julia Anne Mcconnell specializes in Financial Planning, Investment Management. Contact their office in NEW ALBANY, Ohio for a consultation.
What are Julia Anne Mcconnell's credentials?
Julia Anne Mcconnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julia Anne Mcconnell located?
Julia Anne Mcconnell is based in NEW ALBANY, Ohio, working with VELA INVESTMENT MANAGEMENT, LLC. Their office serves clients in the NEW ALBANY metropolitan area and surrounding communities.
How does Julia Anne Mcconnell charge for services?
Julia Anne Mcconnell's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: minimum fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VELA INVESTMENT MANAGEMENT, LLC?
VELA INVESTMENT MANAGEMENT, LLC has approximately 25 employees and manages $398M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VELA INVESTMENT MANAGEMENT, LLC

Thomas Lennox
NEW ALBANY, OH
Jason Downey
NEW ALBANY, OH
Jeannette Mcdonald Hubbard
NEW ALBANY, OH
Shaun Steiger
NEW ALBANY, OH
Brian Hilderbrand
NEW ALBANY, OH
Lisa Marie Wesolek
NEW ALBANY, OH

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