| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Mezei Raabe Control | Member & Senior Wealth Advisor | 5-10% | 2024 |
| Kimberly Susan Merry Control | Member & Business Manager | 5-10% | 2024 |
| Matthew James Darcy Control | Member & Chief Investment Officer | 10-25% | 2024 |
Seneca Financial Advisors LLC reports $693.6 million in regulatory assets under management on its Form ADV.
Seneca Financial Advisors LLC reports 19 employees.
Seneca Financial Advisors LLC is based in Rochester, NY and has been SEC-registered since 2010.
Seneca Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 500 Linden Oaks, Suite 150, Rochester, NY 14625 |
| Phone | 585-203-1211 |
| Fax | 585-286-3858 |
| Office hours | 8:00a.m. - 4:30p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $606M |
| Non-discretionary | $87.6M |
| Total (RAUM) | $693.6M |