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Jeffrey Mitchell Lang

SENESCHAL ADVISORS, LLC·TACOMA, Washington
Series 7, Series 8, Series 63, Series 65Clean record26 years registeredSENESCHAL ADVISORS, LLC
2323 N. 30TH STREET, TACOMA, WA 98403CRD# 2512108Firm CRD# 131618

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Mitchell Lang · TACOMA, WA
Registration
CRD #2512108 · SENESCHAL ADVISORS, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

SENESCHAL FAMILY OFFICE
Mar 2012 – present
CHARLES SCHWAB & CO., INC.
Feb 2000 – Jan 2012
TACOMA, WA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 8
Series 63
Series 65
Registration record
First registered · February 11, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SENESCHAL ADVISORS, LLC
CRD 131618 · SEC 801-100396
AUM
$245M
Regulatory assets under management
Employees
5
637 client accounts
Services offered by SENESCHAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SENESCHAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Jeffrey Mitchell Lang offer?
Jeffrey Mitchell Lang specializes in Financial Planning, Investment Management. Contact their office in TACOMA, Washington for a consultation.
What are Jeffrey Mitchell Lang's credentials?
Jeffrey Mitchell Lang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Mitchell Lang located?
Jeffrey Mitchell Lang is based in TACOMA, Washington, working with SENESCHAL ADVISORS, LLC. Their office serves clients in the TACOMA metropolitan area and surrounding communities.
How does Jeffrey Mitchell Lang charge for services?
Jeffrey Mitchell Lang's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SENESCHAL ADVISORS, LLC?
SENESCHAL ADVISORS, LLC has approximately 5 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SENESCHAL ADVISORS, LLC

Candace Elayne Duecker
TACOMA, WA
Jon Michael Duncan
TACOMA, WA

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