Unclaimed Profile

Scott Michael Lefebre

SENECA FINANCIAL ADVISORS LLC·ROCHESTER, New York

Clean recordSENECA FINANCIAL ADVISORS LLC

500 LINDEN OAKS, ROCHESTER, NY 14625CRD# 5487787Firm CRD# 152824

Profile Verification

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

Identity

Scott Michael Lefebre · ROCHESTER, NY

Registration

CRD #5487787 · SENECA FINANCIAL ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Scott Michael Lefebre 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# 5487787

Firm CRD# 152824

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Scott Michael Lefebre offer?

Scott Michael Lefebre specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCHESTER, New York for a consultation.

What are Scott Michael Lefebre's credentials?

Scott Michael Lefebre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Michael Lefebre located?

Scott Michael Lefebre 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 Scott Michael Lefebre charge for services?

Scott Michael Lefebre'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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