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Kimberly Susan Merry

Member & Business ManagerSeneca Financial Advisors LLCCRD 7858742

About Kimberly Susan Merry

Kimberly Susan Merry is listed as Member & Business Manager at Seneca Financial Advisors LLC in Rochester, NY. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Seneca Financial Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kimberly Susan Merry work?

Kimberly Susan Merry is listed as Member & Business Manager at Seneca Financial Advisors LLC on SEC Form ADV.

How much of Seneca Financial Advisors LLC does Kimberly Susan Merry own?

Form ADV reports a beneficial ownership band of 5-10%.

Seneca Financial Advisors LLC

TitleMember & Business Manager
Ownership5-10%
Control personYes
Since2024