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Zachary Richard Erskine

SENECA FINANCIAL ADVISORS LLC·ROCHESTER, New York
Clean record7 years registeredSENECA 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 · 7 years registered
Brand Profile
Not yet started
01

Career History

SENECA FINANCIAL ADVISORS LLC
Nov 2018 – present
02

Registrations & Exams

Registration record
First registered · November 13, 2018
Years registered · 7
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 →
Introduction

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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

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

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