Unclaimed Profile

Ryan Sean Berkeley

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

SIE, Series 7, Series 63, Series 65Clean record14 years registeredS.E.E.D. PLANNING GROUP, LLC

31 LEWIS STREET, BINGHAMTON, NY 13901CRD# 5950169Firm CRD# 188521

Profile Verification

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

Identity

Ryan Sean Berkeley · BINGHAMTON, NY

Registration

CRD #5950169 · S.E.E.D. PLANNING GROUP, LLC · 14 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

Jul 2021 – Jul 2024

BINGHAMTON, NY

CETERA ADVISORS LLC

Jun 2013 – Dec 2015

BINGHAMTON, NY

AXA ADVISORS, LLC

Jul 2012 – Jul 2013

VESTAL, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · July 11, 2012

Years registered · 14

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 Ryan Sean Berkeley offer?

Ryan Sean Berkeley specializes in Financial Planning, Investment Management.

What are Ryan Sean Berkeley's credentials?

Ryan Sean Berkeley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ryan Sean Berkeley located?

Ryan Sean Berkeley is based in BINGHAMTON, New York, last registered with S.E.E.D. PLANNING GROUP, LLC.

How does Ryan Sean Berkeley charge for services?

Ryan Sean Berkeley'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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