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Connor Seedall

DAI Wealth, LLC

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About Connor Seedall

Connor Seedall is a financial advisor with over 6 years of experience in the financial services industry. Connor is currently registered with DAI Wealth, LLC and is licensed to provide investment advice in 20 states. Prior to joining DAI Wealth, LLC, Connor was a financial advisor with Arete Wealth Management, LLC and Royal Alliance Associates, Inc. Connor specializes in providing financial advice to high-net-worth individuals, families, and businesses. Connor is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Connor Seedall is currently registered with DAI Wealth, LLC. DAI Wealth, LLC is an investment advisory firm based in Atlanta, GA. With 24 registered representatives, they manage approximately $152,547,774 in assets for 1,073 clients. Their advisory services include financial planning, portfolio management for individuals, and selection of other advisors. They primarily serve individuals, with a focus on high-net-worth clients, but also work with charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
DAI Wealth, LLC

2800 CENTURY PARKWAY NE

ATLANTA, GA 30345

$152.55M

Assets Under Management

1

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Connor Seedall’s Registration & Firm History

GA

11/09/2023 - Present

DAI Wealth, LLC (ATLANTA GA)

OR

10/18/2017 - 11/09/2023

ARETE WEALTH MANAGEMENT, LLC (Lake Oswego OR)

OR

12/16/2015 - 09/14/2016

ROYAL ALLIANCE ASSOCIATES, INC. (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 06/17/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Connor Seedall. Review regulatory record here.
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