Nicholas Anthony Ippolito
Investment adviser representative at S.E.E.D. Planning Group, LLC
13 yearsExperience
1 stateRegistered in
$568MFirm assets
11 yearsFirm in business
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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
13 years in the industry.
- S.E.E.D. Planning Group, LLCSep 2025 to now
- Grossman St. Amour Cpas, PllcSep 2022 to Aug 2025
- UnemployedMay 2022 to Sep 2022
- AramarkMay 2021 to Sep 2021
- AramarkMay 2019 to Sep 2019
- Le Moyne CollegeAug 2018 to May 2022
- Inn of the SeasonsMar 2017 to Jul 2018
- PastabilitiesAug 2013 to Feb 2017
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
- 8170150
- Firm CRD
- 188521