Thomas
Bartyzel
S.E.E.D. Planning Group, LLC
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About this Advisor
Thomas Bartyzel is a financial advisor based out of Binghamton, New York with 1 year of relevant experience. Bartyzel works at S.E.E.D. Planning Group, LLC. Over the course of their career, Bartyzel has held roles at Syracuse Chiefs Baseball Club, Suny Oswego, Bankers Conseco Life, Cicero North Syracuse High School, Oswego State University, Romano Car Dealerships, Financial Partners Of Upstate New York, United Financial Services, Axa Advisors, Sagepoint Financial Inc, S.E.E.D. Planning Group LLC, Kia Of East Syracuse and Western New York State Referees Association. Bartyzel has a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in New York and Tennessee. S.E.E.D. Planning Group, LLC is a financial advisory business based in Binghamton, NY. The investment advisory business has offices in four locations and a total of 28 advisors. It administers $351 million in assets across its 1,436 accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm provides services to eight charitable organizations. Of its 1,436 customer accounts, 22% belong to high-net-worth clients who have at least $1 million in assets available to invest. S.E.E.D. Planning Group, LLC provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial advice typically depend on the services offered. However, fees charged by S.E.E.D. Planning Group, LLC can be comprised of any 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
$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
Thomas Bartyzel Work History
Thomas has been registered as a financial advisor for 1 years.*
S.E.E.D. Planning Group LLC
Sagepoint Financial Inc
Kia Of East Syracuse
United Financial Services
Financial Partners Of Upstate New York
Romano Car Dealerships
Axa Advisors
Bankers Conseco Life
Syracuse Chiefs Baseball Club
Suny Oswego
Oswego State University
Western New York State Referees Association
Cicero North Syracuse High School
*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 Thomas Bartyzel 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
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.
