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Connor Seedall

Investment adviser representative at Dai Wealth, LLC
10 yearsExperience
1 stateRegistered in
$330MFirm assets
20 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Dai Wealth, LLCNov 2023 to now
  2. Dai Securities, LLCNov 2023 to now
  3. Arete Wealth Advisors LLCOct 2017 to Nov 2023
  4. Arete Wealth Management LLCOct 2017 to Nov 2023
  5. John Galt Wealth SolutionsSep 2016 to Nov 2023

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 1 state (WA).

Dai Wealth, LLC

$330MAssets managed
1,537Clients
25Advisers
20 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6418732
Firm CRD
138938
Advisor's SEC record (opens in a new tab)
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