Alex James Ierardi
Investment adviser representative at S.E.E.D. Planning Group, LLC
11 yearsExperience
1 stateRegistered in
$568MFirm assets
11 yearsFirm in business
Are you Alex James Ierardi? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- S.E.E.D. Planning Group, LLCApr 2025 to now
- UnemployedAug 2024 to Apr 2025
- Suny GeneseoAug 2020 to Dec 2023
- Elephant and the DoveMay 2020 to Aug 2020
- The KrebsSep 2018 to Aug 2024
- Skaneateles High SchoolJan 2015 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
S.E.E.D. Planning Group, LLC
$568MAssets managed
763Clients
17Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8109366
- Firm CRD
- 188521