Kevin
Mccarter

S.E.E.D. Planning Group, LLC

CRD#7333449
Investment Advisor
in Binghamton, NY

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About this Advisor

Kevin Mccarter is a financial advisor based in Binghamton, New York with a total of 1 year of relevant experience. Mccarter currently works for S.E.E.D. Planning Group, LLC. Over the course of their career, they have held roles at Jm Knox Service And Supply, First Horizon Bank, Knox County School, Thrivent Investment Management Inc, Thrivent Financial, Student and S.E.E.D. Planning Group, LLC. Mccarter has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Tennessee. S.E.E.D. Planning Group, LLC is a registered investment firm that has its headquarters in Binghamton, NY. The company has offices in four locations and a total of 28 advisors. It controls $351 million in assets across its 1,436 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm serves eight charities and foundations. Of its 1,436 client accounts, 22% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial management fees depend on the type of financial services provided. Fee types billed by S.E.E.D. Planning Group, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

31 Lewis Street Suite 401
Binghamton, NY 13901

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S.E.E.D. Planning Group, LLC Brokerage Details

Total Assets Under Management

$351,350,025

NY Average: $7,464,549,021
Total Number of Employees

28

NY Average: 88
Total Number of Accounts

1,436

NY Average: 3,892
Average Account Size

$244,673

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Kevin Mccarter Work History

Kevin has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

S.E.E.D. Planning Group, LLC

2021 - 2021 (< 1 year)

Thrivent Investment Management Inc

2021 - 2021 (< 1 year)

Thrivent Financial

2021 - 2021 (< 1 year)

Thrivent Financial

2019 - 2021 (2 years)

First Horizon Bank

2016 - 2019 (3 years)

Jm Knox Service And Supply

2011 - 2016 (5 years)

Knox County School

2011 - 2021 (10 years)

Student

*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 Kevin Mccarter 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

Stephen Campbell
Binghamton, NY
Jamie Roths
Binghamton, NY
Ryan Berkeley
Binghamton, NY
Thomas Bartyzel
Binghamton, NY
Kevin Mccarter
Binghamton, NY
Tyler Sherven
Whitney Point, NY
Jeffrey Chase
Binghamton, NY
Amy Michaels
Binghamton, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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