Stephen
Campbell
S.E.E.D. Planning Group, LLC
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About this Advisor
Stephen Campbell is a financial advisor operating out of Binghamton, New York, with 2 years of industry experience. Campbell is currently employed by S.E.E.D. Planning Group, LLC. Over the course of their career, they have held roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, S.E.E.D. Planning Group and S.E.E.D. Planning Group, LLC. Campbell holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New York and Tennessee. S.E.E.D. Planning Group, LLC is a business that has its headquarters in Binghamton, NY. It has offices in four locations and a total of 28 advisors. It controls $351 million in assets under management among its 1,436 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm provides financial advice to eight charities and foundations. Of its 1,436 customer accounts, 22% belong to high-net-worth investors who have more than $1 million in assets available to invest. S.E.E.D. Planning Group, LLC performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial advisory fees usually vary depending on the type of services offered. Fees charged by S.E.E.D. Planning Group, LLC can include some blend of 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
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$351,350,025
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
28
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1,436
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$244,673
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Stephen Campbell Work History
Stephen has been registered as a financial advisor for 2 years.*
S.E.E.D. Planning Group, LLC
S.E.E.D. Planning Group
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*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 Stephen Campbell 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
Binghamton, 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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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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