Seneca Financial Advisors LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 152824
- SEC number
- 801-71051
- Firm type
- RIA
- Assets under management
- $847.2M as of Jun 25, 2026
- Website
- www.senecafinancialadvisors.com ↗
- Phone
- 585-203-1211
- Address
- 100 South Clinton Avenue, Rochester, NY, 14604
Advisors at this firm
6 in our index · page 1 of 1
-
Matthew James DarcyCRD 7710305 · Rochester, NYIA Registered
-
Zachary Richard ErskineCRD 5887117 · Rochester, NYIA Registered
-
Stephen George GreenCRD 5296136 · Rochester, NYIA Registered
-
Scott Michael LefebreCRD 5487787 · Rochester, NYIA Registered
-
Christina Ann LarkinCRD 8292797 · Rochester, NYIA Registered
-
Elizabeth Mezei RaabeCRD 1079353 · Denver, COIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 152824 ↗
FINRA BrokerCheck record for firm CRD 152824 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.