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Zachary Richard Erskine

SENECA FINANCIAL ADVISORS LLC·ROCHESTER, New York
Clean recordSENECA FINANCIAL ADVISORS LLC
500 LINDEN OAKS, ROCHESTER, NY 14625CRD# 5887117Firm CRD# 152824

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Zachary Richard Erskine · ROCHESTER, NY
Registration
CRD #5887117 · SENECA FINANCIAL ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Zachary Richard Erskine 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SENECA FINANCIAL ADVISORS LLC
SENECA FINANCIAL ADVISORS LLC
AUM
$607M
Regulatory assets under management
Employees
19
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5887117
Firm CRD# 152824
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Zachary Richard Erskine offer?
Zachary Richard Erskine specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCHESTER, New York for a consultation.
What are Zachary Richard Erskine's credentials?
Zachary Richard Erskine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary Richard Erskine located?
Zachary Richard Erskine 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 Zachary Richard Erskine charge for services?
Zachary Richard Erskine'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

Elizabeth Mezei Raabe
ROCHESTER, NY
Jr. G. Votava
ROCHESTER, NY
Kimberly Susan Merry
ROCHESTER, NY
Scott Michael Lefebre
ROCHESTER, NY
Stephen George Green
ROCHESTER, NY
Matthew James Darcy
ROCHESTER, NY

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