Unclaimed Profile

Stephen George Green

SENECA FINANCIAL ADVISORS LLC·ROCHESTER, New York

Clean recordSENECA 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stephen George Green 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# 5296136

Firm CRD# 152824

View on FINRA BrokerCheck →

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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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