Unclaimed Profile

Kimberly Susan Merry

SENECA FINANCIAL ADVISORS LLC·ROCHESTER, New York

Clean recordSENECA FINANCIAL ADVISORS LLC

500 LINDEN OAKS, ROCHESTER, NY 14625CRD# 7858742Firm CRD# 152824

Profile Verification

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

Identity

Kimberly Susan Merry · ROCHESTER, NY

Registration

CRD #7858742 · SENECA FINANCIAL ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kimberly Susan Merry is a registered financial advisor based in ROCHESTER, New York, affiliated with SENECA FINANCIAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SENECA FINANCIAL ADVISORS LLC

AUM

$607M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SENECA FINANCIAL ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7858742

Firm CRD# 152824

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Frequently Asked Questions

What services does Kimberly Susan Merry offer?

Kimberly Susan Merry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCHESTER, New York for a consultation.

What are Kimberly Susan Merry's credentials?

Kimberly Susan Merry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kimberly Susan Merry located?

Kimberly Susan Merry is based in ROCHESTER, New York, working with SENECA FINANCIAL ADVISORS LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.

How does Kimberly Susan Merry charge for services?

Kimberly Susan Merry'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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