Seneca Financial Advisors LLC

Seneca Financial Advisors LLC (CRD# 152824) is a financial advisory firm headquartered in Rochester, NY. They manage $235,653,562 in 503 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    236
    MILLION
  • Total Number of Accounts
    503
    ACCOUNTS
  • Average Account Value
    $468,496
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, NH, NJ, NY, VA

Financial Advisors at Seneca Financial Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Scott M. Lefebre
CRD#: 5487787
500 Linden Oaks, Suite 150, Rochester, NY 14625
93
Wealthminder
score

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.

2
G. J. Votava, Jr.
CRD#: 4472957
500 Linden Oaks, Suite 150, Rochester, NY 14625
90
Wealthminder
score

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.

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