SENECA FINANCIAL ADVISORS LLC

ROCHESTER, New York·7 registered advisors·CRD# 152824
SEC# 801-710512585-203-1211
01

Firm Overview

AUM
$607M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SENECA FINANCIAL ADVISORS LLC

7 registered advisors
Elizabeth Mezei Raabe
ROCHESTER, New York
Jr. G. Votava
ROCHESTER, New York
Kimberly Susan Merry
ROCHESTER, New York
Matthew James Darcy
ROCHESTER, New York
Scott Michael Lefebre
ROCHESTER, New York
Stephen George Green
ROCHESTER, New York
Zachary Richard Erskine
ROCHESTER, New York
05

Office Locations

ROCHESTER, New York
7 advisors

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Data sourced from SEC Form ADV filings. SENECA FINANCIAL ADVISORS LLC (CRD# 152824) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.