Chief Operating Officer · S.E.E.D. Planning Group, LLC
David A. Nirchi
CRD 5927754 · Named on Form ADV at one SEC-registered adviser
At a glance
S.E.E.D. Planning Group, LLC, an SEC-registered wealth manager based in Binghamton, NY with $568 million in regulatory assets, lists David A. Nirchi on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- S.E.E.D. Planning Group, LLCChief Operating OfficerWealth manager · Binghamton, NY · $568M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (10)
- Travis E. MausChief Executive Officer, S.E.E.D. Planning Group, LLC
- Kerstin M. Driscoll-WittDirector of Suite(k), S.E.E.D. Planning Group, LLC
- Hannah E. BurchellSenior Financial Planner, S.E.E.D. Planning Group, LLC
- Jeffrey P. ChaseSenior VP Wealth Management, S.E.E.D. Planning Group, LLC
- Todd M WilcoxChief Compliance Officer, S.E.E.D. Planning Group, LLC
5 more people named with David on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.