SENECA FINANCIAL ADVISORS LLC of ROCHESTER, NY is an SEC-registered investment adviser (CRD 152824). Regulatory assets under management: $847.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Scott Michael Lefebre | MEMBER & MANAGING DIRECTOR, BUSINESS DEVELOPMENT | — |
| Stephen George Green | MEMBER & CHIEF EXECUTIVE OFFICER | — |
| Elizabeth Mezei Raabe | MEMBER & SENIOR WEALTH ADVISOR | — |
| Zachary Richard Erskine | MEMBER & SENIOR WEALTH ADVISOR | — |
| Matthew James Darcy | CHIEF COMPLIANCE OFFICER; MEMBER & CHIEF INVESTMENT OFFICER | — |
| Kimberly Susan Merry | MEMBER & BUSINESS MANAGER | — |
| VOTAVA JR G JOSEPH | CHIEF COMPLIANCE OFFICER; MEMBER & CHIEF EXECUTIVE OFFICER | — |
| LEFEBRE SCOTT MICHAEL | MEMBER; MEMBER & MANAGING DIRECTOR, BUSINESS DEVELOPMENT | — |
| GREEN STEPHEN GEORGE | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER; MEMBER & CHIEF EXECUTIVE OFFICER; MEMBER & CHIEF INVESTMENT OFFICER | — |
| RAABE ELIZABETH MEZEI | MEMBER, CHIEF COMPLIANCE OFFICER & SENIOR WEALTH ADVISOR | — |
| ERSKINE ZACHARY RICHARD | MEMBER & SENIOR WEALTH ADVISOR | — |
| DARCY MATTHEW JAMES | MEMBER & CHIEF INVESTMENT OFFICER | — |
| MERRY KIMBERLY SUSAN | MEMBER & BUSINESS MANAGER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| WASHINGTON | DC | 2 | 202-536-2330 |
| — | — | 1 | 720-202-4028 |