Bradley
Eaton
S.E.E.D. Planning Group, LLC
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About this Advisor
Bradley Eaton is a financial advisor who works in Binghamton, New York who has 1 year of relevant experience. Eaton is currently employed by S.E.E.D. Planning Group, LLC. Over the course of their career, they have held roles at Nbt Bank, S.E.E.D. Planning Group, LLC and M&T Bank. Eaton has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in New York. S.E.E.D. Planning Group, LLC is a registered investment firm based in Binghamton, NY. The investment advisory business has offices in four locations and a total of 28 people on staff. It oversees $351 million in total assets among its 1,436 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm serves eight charities and foundations. Of its 1,436 customer accounts, 22% are held by high-net-worth individuals who have greater than $1 million in investable assets. S.E.E.D. Planning Group, LLC has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial management usually are based on the services offered. Fee types charged by S.E.E.D. Planning Group, LLC likely include 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
Bradley Eaton Work History
Bradley has been registered as a financial advisor for 1 years.*
S.E.E.D. Planning Group, LLC
M&T Bank
Nbt Bank
*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 Bradley Eaton 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
Whitney Point, NY
Whitney Point, 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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