Kerstin Marie Driscoll-Witt

Employer firm

S.e.e.d. Planning Group, LLC CRD 188521

$568M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• TAX PLANNING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 01/2019
  Fidelity Brokerage Services Llc
  Smithfield, RI
• 03/2016 → 01/2019
  Fidelity Investments
  Smithfield, RI
• 01/2019 → Present
  S.E.E.D. Planning Group, Llc
  Binghamton, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-02-24

Other Names

• Kerstin Marie Driscoll
• Kerstin Marie Saroka
• Kerstin M Saroka
• Kerstin Marie Driscoll