Unclaimed Profile

Todd M Wilcox

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

SIE, Series 6, Series 7, Series 24, Series 63Clean record12 years registeredS.E.E.D. PLANNING GROUP, LLC

31 LEWIS STREET, BINGHAMTON, NY 13901CRD# 5806321Firm CRD# 188521

Profile Verification

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

Identity

Todd M Wilcox · BINGHAMTON, NY

Registration

CRD #5806321 · S.E.E.D. PLANNING GROUP, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

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

LPL FINANCIAL LLC

Sep 2013 – Oct 2024

NORWICH, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · September 23, 2013

Years registered · 12

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 Todd M Wilcox offer?

Todd M Wilcox specializes in Financial Planning, Investment Management.

What are Todd M Wilcox's credentials?

Todd M Wilcox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd M Wilcox located?

Todd M Wilcox is based in BINGHAMTON, New York, last registered with S.E.E.D. PLANNING GROUP, LLC.

How does Todd M Wilcox charge for services?

Todd M Wilcox'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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