Andrea
Vaioli
S.E.E.D. Planning Group, LLC
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About this Advisor
Andrea Vaioli is a financial advisor operating in Binghamton, New York, who has 2 years of relevant experience. Vaioli is currently employed by S.E.E.D. Planning Group, LLC. During their career, Vaioli has held roles at M&T Securities, Metlife, Tiaa-Cref, Tiaa-Cref Individual & Institutional Services, LLC and S.E.E.D. Planning Group, LLC. Vaioli has Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Florida. S.E.E.D. Planning Group, LLC is a business that has its headquarters in Binghamton, NY. The company has offices in four locations and a total of 28 financial advisors. It administers $351 million in total assets across its 1,436 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm advises eight charities and foundations. Of its 1,436 client accounts, 22% belong to high-net-worth individuals who have at least $1 million in assets. S.E.E.D. Planning Group, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fees billed by S.E.E.D. Planning Group, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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S.E.E.D. Planning Group, LLC Brokerage Details
$351,350,025
28
1,436
$244,673
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Andrea Vaioli Work History
Andrea has been registered as a financial advisor for 2 years.*
S.E.E.D. Planning Group, LLC
Tiaa-Cref Individual & Institutional Services, LLC
Metlife
Tiaa-Cref
M&T Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrea Vaioli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at S.E.E.D. Planning Group, LLC
Binghamton, NY
Binghamton, NY
Binghamton, NY
Binghamton, NY
Binghamton, NY
Binghamton, NY
Whitney Point, NY
Whitney Point, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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