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Stephen George Green

SENECA FINANCIAL ADVISORS LLC·ROCHESTER, New York
Clean record5 years registeredSENECA FINANCIAL ADVISORS LLC
500 LINDEN OAKS, ROCHESTER, NY 14625CRD# 5296136Firm CRD# 152824

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen George Green · ROCHESTER, NY
Registration
CRD #5296136 · SENECA FINANCIAL ADVISORS LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

SENECA FINANCIAL ADVISORS LLC
Jul 2021 – present
02

Registrations & Exams

Registration record
First registered · July 30, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SENECA FINANCIAL ADVISORS LLC
CRD 152824 · SEC 801-71051
AUM
$607M
Regulatory assets under management
Employees
19
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 →
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05

Frequently Asked Questions

What services does Stephen George Green offer?
Stephen George Green specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCHESTER, New York for a consultation.
What are Stephen George Green's credentials?
Stephen George Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen George Green located?
Stephen George Green 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 Stephen George Green charge for services?
Stephen George Green'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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Other Advisors at SENECA FINANCIAL ADVISORS LLC

Zachary Richard Erskine
ROCHESTER, NY
Jr. G. Votava
ROCHESTER, NY
Scott Michael Lefebre
ROCHESTER, NY
Elizabeth Mezei Raabe
ROCHESTER, NY
Matthew James Darcy
ROCHESTER, NY

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