Seneca Financial Advisors LLC
Seneca Financial Advisors LLC (CRD# 152824) is a financial advisory firm headquartered in Rochester, NY. They manage $260,980,482 in 564 accounts and serve the financial needs of clients across 9 states (or territories).
Total Assets Under Management261MILLION
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
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.
G. Votava, Jr. (CRD# 4472957) is an Investment Advisor Representative working at Seneca Financial Advisors LLC in Rochester, NY and has 1 year of experience in the finance industry.