Seneca Financial Advisors LLC

Seneca Financial Advisors LLC (CRD# 152824) is a financial advisory firm headquartered in Rochester, NY. They manage $606,985,390 in 1,009 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
500 Linden Oaks, Suite 150, Rochester, NY 14625
http://www.senecafinancialadvisors.com
By the Numbers
  • Total Assets Under Management
    607
    MILLION
  • Total Number of Accounts
    1,009
    ACCOUNTS
  • Average Account Value
    $601,571
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
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, FL, MA, MD, NE, NH, NJ, NY, OR, TX, VA

Financial Advisors at Seneca Financial Advisors LLC
Showing 1 - 7 of 7 top financial advisors.
1
Zachary Erskine, financial advisor Rochester NY
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.

2
Scott Lefebre, financial advisor Rochester NY
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 16 years of experience in the finance industry.

3
Elizabeth Raabe, financial advisor Rochester NY
Elizabeth M. Raabe
CRD#: 1079353
500 Linden Oaks, Suite 150, Rochester, NY 14625

Elizabeth Raabe (CRD# 1079353) is an Investment Advisor Representative working at Seneca Financial Advisors LLC in Rochester, NY and has over 41 years of experience in the finance industry.

4
G. Votava, Jr., financial advisor Rochester NY
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.

5
Matthew Darcy, financial advisor Rochester NY
Matthew J. Darcy
CRD#: 7710305
500 Linden Oaks, Suite 150, Rochester, NY 14625

Matthew Darcy (CRD# 7710305) 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
Stephen Green, financial advisor Rochester NY
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.

7
Aaron Hulbert, financial advisor Rochester NY
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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