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Connor Seedall
Dai Wealth, LLC
8 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Estate Planning
Insurance Planning
Financial Planning & Coaching
High Net Worth
Dai Wealth, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,404 clients
Average Client Portfolio
$190K average
Assets Under Management
$267.4M
Fee Structure
Minimum Investment:
None
Investment Management
Planning
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Location
2800 Century Parkway Ne, Suite 650, Atlanta, GA, 30345
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
March 2024
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Dai Wealth, LLC
November 2023 - Present · 2 yrs 3 mos
Dai Securities, LLC
Broker
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Arete Wealth Management, LLC
Broker
October 2017 - November 2023 · 6 yrs 1 mo
Arete Wealth Advisors, LLC
October 2017 - November 2023 · 6 yrs 1 mo
Royal Alliance Associates, INC.
Broker
December 2015 - September 2016 · 9 mos
State Registrations
14 states
AZ
CA
FL
ID
KS
MA
MD
MO
NC
NV
OH
SC
TX
WA
Advisor
Broker
Both
Exams
No exam information available for this advisor.