Chief Compliance Officer · S.E.E.D. Planning Group, LLC
Todd M. Wilcox
CRD 5806321 · 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 Todd M. Wilcox on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- S.E.E.D. Planning Group, LLCChief Compliance OfficerWealth manager · Binghamton, NY · $568M in regulatory assets
AtlasMembers
Todd’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
- David A. NirchiChief Operating Officer, 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
5 more people named with Todd 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 Todd’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.