Scott LefebreCRD Number: 5487787
Current Firm: Seneca Financial Advisors LLC
Scott Lefebre (CRD# 5487787) is an Investment Advisor Representative working at Seneca Financial Advisors LLC in Rochester, NY and has over 9 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Seneca Financial Advisors||Rochester, NY||Jan 2010 - Current||7|
|Nixon Peabody Financial Advisors, LLC||Rochester, NY||Jan 2008 - Jan 2010||2|
|Nixon Peabody, LLP||Rochester, NY||Jan 2000 - Jan 2010||10|
|Nixon Peabody Financial Advisors, LLC||Rochester, NY||Jan 2007 - Jan 2008||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2008|
Total Assets Under Management236MILLIONS
Total Number of Accounts503ACCOUNTS
Average Account Value$468,496
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, DC, FL, MD, NH, NJ, NY, VA