Kerstin
Driscoll-Witt
S.E.E.D. Planning Group, LLC
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About this Advisor
Kerstin Driscoll-Witt is a financial advisor based in Binghamton, New York, working with S.E.E.D. Planning Group, LLC. Kerstin has previously held positions at Biorx, Stephen Feehan, Northwestern Mutual Investment Services, LLC, Fidelity Brokerage Services LLC, Feehan Financial Services, Fidelity Investments, and S.E.E.D. Planning Group, LLC. Kerstin has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Kerstin is part of S.E.E.D. Planning Group, LLC, which operates out of Binghamton, New York. The firm has 2 offices and 14 employees. The firm manages assets totaling $423.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at S.E.E.D. Planning Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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S.E.E.D. Planning Group, LLC Brokerage Details
$422,957,777
14
1,709
$247,488
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Kerstin Driscoll-Witt Work History
S.E.E.D. Planning Group, LLC
Fidelity Brokerage Services LLC
Fidelity Investments
Stephen Feehan
Northwestern Mutual Investment Services, LLC
Biorx
Feehan Financial Services
Disclosures
Please visit the SEC profile of Kerstin Driscoll-Witt 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
Whitney Point, NY
Binghamton, NY
Knoxville, TN
Binghamton, NY
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