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Hannah Eva Burchell

S.E.E.D. Planning Group, LLC

Binghamton, NY

CRD 7421308

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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:

Current Employers
S.E.E.D. Planning Group, Llc

31 Lewis Street Suite 401, Binghamton, NY 13901 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-08-24
  • NY RA
    APPROVED
    Since 2022-08-24

Branch Locations

31 Lewis Street Suite 401, Binghamton, NY 13901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Scoop Whitney Point NY 05/2012 10/2018
The Rural Health Network Of South Central Ny Binghamton NY 06/2018 08/2019
Whitney Point Central School District Whitney Point NY 05/2017 12/2019
Bru 64 Cortland NY 09/2019 01/2021
Bloom Tax Partners, Llc Whitney Point NY 09/2020 10/2023
S.E.E.D. Planning Group, Llc Binghamton NY 07/2021 Present
S.E.E.D. Planning Group Llc Binghamton NY 11/2023 Present
  • 05/2012 → 10/2018
    The Scoop
    Whitney Point, NY
  • 06/2018 → 08/2019
    The Rural Health Network Of South Central Ny
    Binghamton, NY
  • 05/2017 → 12/2019
    Whitney Point Central School District
    Whitney Point, NY
  • 09/2019 → 01/2021
    Bru 64
    Cortland, NY
  • 09/2020 → 10/2023
    Bloom Tax Partners, Llc
    Whitney Point, NY
  • 07/2021 → Present
    Binghamton, NY
  • 11/2023 → Present
    Binghamton, NY
Other Businesses

Bloom Tax Partners, LLC | Non-Investment Related | 2669 Main St, Whitney Point, NY 13862 | Tax and Accounting Services | Tax Planner and Preparer | 9/21/2020 | Spends 5 - 15 hours per week which may all be during trading hours | Tax Planning and Tax Preparation Services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-22
  • S65 Uniform Investment Adviser Law Examination
    2022-08-22
Other Names
  • Hannah Burchell

View on SEC IAPD

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