Seneca Financial Advisors LLC

Seneca Financial Advisors LLC (CRD# 152824) is a financial advisory firm headquartered in Rochester, NY. They manage $579,692,139 in 868 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    580
    MILLION
  • Total Number of Accounts
    868
    ACCOUNTS
  • Average Account Value
    $667,848
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, CO, DC, FL, MA, MD, NE, NH, NJ, NY, OR, TX, VA

Financial Advisors at Seneca Financial Advisors LLC
Showing 1 - 6 of 6 top financial advisors.
1
Zachary R. Erskine
CRD#: 5887117
500 Linden Oaks, Suite 150, Rochester, NY 14625

Zachary Erskine (CRD# 5887117) is an Investment Advisor Representative working at Seneca Financial Advisors LLC in Rochester, NY and has 1 year of experience in the finance industry. Zachary Erskine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Scott M. Lefebre
CRD#: 5487787
500 Linden Oaks, Suite 150, Rochester, NY 14625

Scott Lefebre (CRD# 5487787) is an Investment Advisor Representative working at Seneca Financial Advisors LLC in Rochester, NY and has over 14 years of experience in the finance industry.

3
Elizabeth M. Raabe
CRD#: 1079353
Denver, CO

Elizabeth Raabe (CRD# 1079353) is an Investment Advisor Representative working at Seneca Financial Advisors LLC in Denver, CO and has over 39 years of experience in the finance industry. Elizabeth Raabe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
G. J. Votava, Jr.
CRD#: 4472957
500 Linden Oaks, Suite 150, Rochester, NY 14625

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. G. Votava, Jr. has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Stephen G. Green
CRD#: 5296136
500 Linden Oaks, Suite 150, Rochester, NY 14625

Stephen Green (CRD# 5296136) is an Investment Advisor Representative working at Seneca Financial Advisors LLC in Rochester, NY and has 1 year of experience in the finance industry.

6
Aaron J. Hulbert
CRD#: 7408629
500 Linden Oaks, Suite 150, Rochester, NY 14625

Aaron Hulbert (CRD# 7408629) is an Investment Advisor Representative working at Seneca Financial Advisors LLC in Rochester, NY and has 1 year of experience in the finance industry. Aaron Hulbert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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