Unclaimed Profile

Andrea Noel Vaioli

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

SIE, Series 7, Series 24, Series 65, Series 66Clean record19 years registeredS.E.E.D. PLANNING GROUP, LLC

31 LEWIS STREET, BINGHAMTON, NY 13901CRD# 5318774Firm CRD# 188521

Profile Verification

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

Identity

Andrea Noel Vaioli · BINGHAMTON, NY

Registration

CRD #5318774 · S.E.E.D. PLANNING GROUP, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

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

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Oct 2025 – Nov 2025

Palm Harbor, FL

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

Jun 2021 – Jun 2023

BINGHAMTON, NY

ADVICE AND PLANNING SERVICES

Dec 2014 – Jul 2018

SYRACUSE, NY

METLIFE SECURITIES INC.

Jul 2014 – Dec 2014

JOHNSON CITY, NY

M&T SECURITIES, INC.

Apr 2010 – Jun 2014

BINGHAMTON, NY

WELLS FARGO ADVISORS, LLC

May 2007 – May 2009

JOHNSON CITY, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 65

Series 66

Registration record

First registered · May 22, 2007

Years registered · 19

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 Andrea Noel Vaioli offer?

Andrea Noel Vaioli specializes in Financial Planning, Investment Management.

What are Andrea Noel Vaioli's credentials?

Andrea Noel Vaioli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrea Noel Vaioli located?

Andrea Noel Vaioli is based in BINGHAMTON, New York, last registered with S.E.E.D. PLANNING GROUP, LLC.

How does Andrea Noel Vaioli charge for services?

Andrea Noel Vaioli'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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