S.e.e.d. Planning Group, LLC

S.e.e.d. Planning Group, LLC (CRD# 188521) is a financial advisory firm headquartered in Binghamton, NY. They manage $422,957,777 in 1,709 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    423
    MILLION
  • Total Number of Accounts
    1,709
    ACCOUNTS
  • Average Account Value
    $247,488
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA, NC, NY, OH, OR, PA, SC, TN, TX, VA

Financial Advisors at S.e.e.d. Planning Group, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Ryan S. Berkeley
CRD#: 5950169
31 Lewis Street, Suite 401, Binghamton, NY 13901

Ryan Berkeley (CRD# 5950169) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Binghamton, NY and has over 12 years of experience in the finance industry.

2
Jeffrey P. Chase
CRD#: 6212158
31 Lewis Street, Suite 401, Binghamton, NY 13901

Jeffrey Chase (CRD# 6212158) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Binghamton, NY and has over 10 years of experience in the finance industry.

3
Travis E. Maus
CRD#: 5394182
31 Lewis Street, Suite 401, Binghamton, NY 13901

Travis Maus (CRD# 5394182) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Binghamton, NY and has over 16 years of experience in the finance industry.

4
Jessica R. Blake
CRD#: 6254732
31 Lewis Street, Suite 401, Binghamton, NY 13901

Jessica Blake (CRD# 6254732) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Binghamton, NY and has 1 year of experience in the finance industry.

5
Hannah Burchell
CRD#: 7421308
2669 Main St, Whitney Point, NY 13862

Hannah Burchell (CRD# 7421308) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Whitney Point, NY and has 1 year of experience in the finance industry.

6
Kerstin M. Driscoll-Witt
CRD#: 4520472
31 Lewis Street, Suite 401, Binghamton, NY 13901

Kerstin Driscoll-Witt (CRD# 4520472) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Binghamton, NY and has over 12 years of experience in the finance industry.

7
Bradley S. Eaton
CRD#: 2127854
31 Lewis Street, Suite 401, Binghamton, NY 13901

Bradley Eaton (CRD# 2127854) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Binghamton, NY and has over 33 years of experience in the finance industry.

8
Christopher Gettelfinger
CRD#: 7740286
2030 Falling Waters Road, Suite 180, Knoxville, TN 37922

Christopher Gettelfinger (CRD# 7740286) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Knoxville, TN and has 1 year of experience in the finance industry.

9
Daniel Kain
CRD#: 5168585
31 Lewis Street, Suite 401, Binghamton, NY 13901

Daniel Kain (CRD# 5168585) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Binghamton, NY and has over 16 years of experience in the finance industry.

10
Amy C. Michaels
CRD#: 6382060
31 Lewis Street, Suite 401, Binghamton, NY 13901

Amy Michaels (CRD# 6382060) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Binghamton, NY and has over 8 years of experience in the finance industry.

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