# SENECA FINANCIAL ADVISORS LLC

SENECA FINANCIAL ADVISORS LLC of ROCHESTER, NY is an SEC-registered investment adviser.

## Registration

- CRD: 152824
- Type: SEC-registered investment adviser
- SEC file number: 801-71051
- Location: 100 SOUTH CLINTON AVENUE, SUITE 1640, ROCHESTER, NY, 14604
- Phone: 585-203-1211
- Latest filing: 2026-06-25
- Regulatory AUM: $847.2M
- Discretionary AUM: $740.0M
- Non-discretionary AUM: $107.2M
- Clients: 19
- Accounts: 1,128

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (13)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152824/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152824/similar
- Related entities: https://search.stillhousedata.com/firm/152824/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152824

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.