S.E.E.D. PLANNING GROUP, LLC

S.E.E.D. PLANNING GROUP, LLC of BINGHAMTON, NY is an SEC-registered investment adviser (CRD 188521). Regulatory assets under management: $568.0M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

Officers, owners & control persons (36)

Showing 25 of 36 people.

NameRoleLocation
Todd M WilcoxCHIEF COMPLIANCE OFFICERMaitland, FL
Fred Gene CostantinoSENIOR INVESTMENT ANALYST—
Travis Ed MausCHIEF EXECUTIVE OFFICER—
Kerstin Marie Driscoll-WittDIRECTOR OF SUITE(K)—
David Anthony NirchiCHIEF OPERATING OFFICER—
Hannah Eva BurchellSENIOR FINANCIAL PLANNER—
Jeffrey Paul ChaseSENIOR VP FINANCIAL PLANNING; SENIOR VP WEALTH MANAGEMENT—
Bradley Scott EatonSENIOR VICE PRESIDENT OF INVESTMENT SERVICES—
Jessica Ruth BlakeMANGER, TAX PLANNING AND SENIOR WEALTH MANAGER—
Jamie SheltonSENIOR WEALTH MANAGER—
Daniel KainMANAGER, FINANCIAL PLANNING AND SENIOR WEALTH MANAGER—
Tyler ShervenMANAGER,INSTITIONAL CLIENT SERVICES AND SENIOR INVESTMENT PLANNER—
Amanda Mae TichenorSENIOR ADMINISTRATIVE COORDINATOR—
William Ridgway HamiltonCHIEF FINANCIAL OFFICER AND CHIEF TECHNOLOGY OFFICER—
Stephen James CampbellSENIOR MARKETING DIRECTOR—
Emmaline Taylor ShaferSR. MANAGER, ADMIN AND OPERATIONS—
CAMPBELL ANDREW JAMESSENIOR VP CLIENT EXPERIENCE—
MAUS TRAVISMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER—
MAUS TRAVIS EDCHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER—
BERKELEY RYAN SEANPARTNER AND FINANCIAL PLANNER; SENIOR WEALTH MANAGER—
COSTANTINO FRED GENECHIEF INVESTMENT OFFICER AND WEALTH MANAGER; SENIOR INVESTMENT ANALYST—
MICHAELS AMY CECILEOWNER—
CAMPBELL STEPHEN JOWNER; SENIOR VP CLIENT EXPERIENCE—
CHASE KEVIN PAULSENIOR VP FINANCIAL PLANNING—
WILCOX TODD MCHIEF COMPLIANCE OFFICER—

Branch offices (2)

CityStateEmployeesPhone
KNOXVILLETN5(607) 217-5091
SYRACUSENY4607-217-5091

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