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 10 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||8|
|Nixon Peabody Financial Advisors, LLC||Rochester, NY||Jan 2008 - Jan 2010||2|
|Nixon Peabody, LLP||Rochester, NY||Jan 2000 - Jan 2010||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2008|
Total Assets Under Management261MILLIONS
Total Number of Accounts564ACCOUNTS
Average Account Value$462,731
- 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, MA, MD, NH, NJ, NY, VA