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Kerstin Marie Driscoll-Witt

S.E.E.D. PLANNING GROUP, LLC·BINGHAMTON, New York
SIE, Series 6, Series 63Clean record5 years registeredS.E.E.D. PLANNING GROUP, LLC
31 LEWIS STREET, BINGHAMTON, NY 13901CRD# 4520472Firm CRD# 188521

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kerstin Marie Driscoll-Witt · BINGHAMTON, NY
Registration
CRD #4520472 · S.E.E.D. PLANNING GROUP, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

Jul 2021present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Registration record
First registered · July 26, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
S.E.E.D. PLANNING GROUP, LLC
CRD 188521 · SEC 801-91167
AUM
$423M
Regulatory assets under management
Employees
14
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
Introduction

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05

Frequently Asked Questions

What services does Kerstin Marie Driscoll-Witt offer?
Kerstin Marie Driscoll-Witt specializes in Financial Planning, Investment Management. Contact their office in BINGHAMTON, New York for a consultation.
What are Kerstin Marie Driscoll-Witt's credentials?
Kerstin Marie Driscoll-Witt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kerstin Marie Driscoll-Witt located?
Kerstin Marie Driscoll-Witt is based in BINGHAMTON, New York, working with S.E.E.D. PLANNING GROUP, LLC. Their office serves clients in the BINGHAMTON metropolitan area and surrounding communities.
How does Kerstin Marie Driscoll-Witt charge for services?
Kerstin Marie Driscoll-Witt'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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