Jeffery SenaCRD Number: 874803
Current Firm: Strategic Advisers, Inc.
Jeffery Sena (CRD# 874803) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Williston Park, NY and has over 32 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
H. Beck, Inc.
|Empire Fidelity Investments Life Insurance Company||Boston, MA||Apr 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1985|
|S65||NASAA Investment Advisors Law Examination||Aug 1995|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops