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Nicholas Anthony Ippolito

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

Binghamton, NY

Syracuse, NY

CRD 8170150

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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 2025-12-01
  • NY RA
    APPROVED
    Since 2025-12-01

Branch Locations

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

100 Elwood Davis Road, Syracuse, NY 13212 • 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
Pastabilities Syracuse NY 08/2013 02/2017
Inn Of The Seasons Syracuse NY 03/2017 07/2018
Le Moyne College Syracuse NY 08/2018 05/2022
Aramark Syracuse NY 05/2019 09/2019
Aramark Syracuse NY 05/2021 09/2021
Grossman St. Amour Cpas, Pllc Syracuse NY 09/2022 08/2025
S.E.E.D. Planning Group, Llc Binghamton NY 09/2025 Present
Unemployed Syracuse NY 05/2022 09/2022
  • 08/2013 → 02/2017
    Pastabilities
    Syracuse, NY
  • 03/2017 → 07/2018
    Inn Of The Seasons
    Syracuse, NY
  • 08/2018 → 05/2022
    Le Moyne College
    Syracuse, NY
  • 05/2019 → 09/2019
    Aramark
    Syracuse, NY
  • 05/2021 → 09/2021
    Aramark
    Syracuse, NY
  • 09/2022 → 08/2025
    Grossman St. Amour Cpas, Pllc
    Syracuse, NY
  • 09/2025 → Present
    S.E.E.D. Planning Group, Llc
    Binghamton, NY
  • 05/2022 → 09/2022
    Unemployed
    Syracuse, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-01
  • S65 Uniform Investment Adviser Law Examination
    2025-12-01

View on SEC IAPD

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WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Nearby Investors

Maria Wilhelm
Glenn C Gaydorus
J S FREEMAN

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BINGHAMTON, NY
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. · Binghamton, NY
STIFEL, NICOLAUS & COMPANY, INCORPORATED · BINGHAMTON, NY

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