Unclaimed Profile

Amy Cecile Michaels

S.E.E.D. PLANNING GROUP, LLC·BINGHAMTON, New York

Series 65Clean record5 years registeredS.E.E.D. PLANNING GROUP, LLC

31 LEWIS STREET, BINGHAMTON, NY 13901CRD# 6382060Firm CRD# 188521

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Cecile Michaels · BINGHAMTON, NY

Registration

CRD #6382060 · S.E.E.D. PLANNING GROUP, LLC · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: S.E.E.D. PLANNING GROUP, LLC

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

Jun 2021 – Nov 2024

BINGHAMTON, NY

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 18, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

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

CRD 188521 · SEC 801-91167

AUM

$423M

Regulatory assets under management

Employees

1,709 client accounts

Services offered by S.E.E.D. PLANNING GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at S.E.E.D. PLANNING GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Amy Cecile Michaels offer?

Amy Cecile Michaels specializes in Financial Planning, Investment Management.

What are Amy Cecile Michaels's credentials?

Amy Cecile Michaels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Cecile Michaels located?

Amy Cecile Michaels is based in BINGHAMTON, New York, last registered with S.E.E.D. PLANNING GROUP, LLC.

How does Amy Cecile Michaels charge for services?

Amy Cecile Michaels's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is S.E.E.D. PLANNING GROUP, LLC?

S.E.E.D. PLANNING GROUP, LLC has approximately 14 employees and manages $423M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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