Unclaimed Profile

Jr. G. Votava

SENECA FINANCIAL ADVISORS LLC·ROCHESTER, New York

Clean record23 years registeredSENECA FINANCIAL ADVISORS LLC

500 LINDEN OAKS, ROCHESTER, NY 14625CRD# 4472957Firm CRD# 152824

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jr. G. Votava · ROCHESTER, NY

Registration

CRD #4472957 · SENECA FINANCIAL ADVISORS LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SENECA FINANCIAL ADVISORS LLC

SENECA FINANCIAL ADVISORS LLC

Apr 2010 – Jan 2025

ROCHESTER, NY

NIXON PEABODY FINANCIAL ADVISORS LLC

May 2003 – Feb 2010

ROCHESTER, NY

Registrations & Exams

Registration record

First registered · May 24, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SENECA FINANCIAL ADVISORS LLC

CRD 152824 · SEC 801-71051

AUM

$607M

Regulatory assets under management

Employees

1,009 client accounts

Services offered by SENECA FINANCIAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SENECA FINANCIAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Jr. G. Votava offer?

Jr. G. Votava specializes in Financial Planning, Investment Management, Wealth Management.

What are Jr. G. Votava's credentials?

Jr. G. Votava is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jr. G. Votava located?

Jr. G. Votava is based in ROCHESTER, New York, last registered with SENECA FINANCIAL ADVISORS LLC.

How does Jr. G. Votava charge for services?

Jr. G. Votava's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SENECA FINANCIAL ADVISORS LLC?

SENECA FINANCIAL ADVISORS LLC has approximately 19 employees and manages $607M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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