Ryan
Berkeley

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

CRD#5950169
Investment Advisor
in Binghamton, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ryan Berkeley is a financial advisor working in Binghamton, New York, with a total of 2 years of industry experience. Berkeley is on the advisory team at S.E.E.D. Planning Group, LLC. Their career trajectory has included roles at Axa Advisors, LLC, Cetera Advisors LLC and Seed Planning Group LLC. Berkeley has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in New York. S.E.E.D. Planning Group, LLC is a financial advisory firm that has its headquarters in Binghamton, NY. It has offices in four locations and a total of 28 advisors. It manages $351 million in total assets among its 1,436 accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm advises eight charitable organizations. Of its 1,436 accounts, 22% belong to high-net-worth investors who have at least $1 million in investable assets. The business offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial advisory fee schedules depend on which services are provided. Fees charged by S.E.E.D. Planning Group, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Ryan Berkeley Work History

Ryan has been registered as a financial advisor for 2 years.*

2015 - Present (9 years)

Seed Planning Group LLC

2013 - 2016 (3 years)

Cetera Advisors LLC

2011 - 2013 (2 years)

Axa Advisors, LLC

*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 Ryan Berkeley 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
Ryan Berkeley
Binghamton, NY
Thomas Bartyzel
Binghamton, NY
Kevin Mccarter
Binghamton, NY
Jamie Roths
Binghamton, NY
Tyler Sherven
Whitney Point, NY
Joshua Nichols
Whitney Point, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started