CRD: 152824
Seneca Financial Advisors LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-08-2010
- Office Locations
- 2
Office Locations
About Seneca Financial Advisors LLC
Seneca Financial Advisors LLC is an independent, fiduciary RIA providing highly personalized financial planning and wealth management, including customized portfolio management. The firm focuses on affluent individuals, corporate executives, retirees, and multigenerational families. Portfolios commonly use ETFs and mutual funds with an emphasis on risk management and asset allocation. Notable service touch: a live person answers when clients call their offices.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
STEPHEN GEORGE GREEN
Chief Executive Officer, Wealth Advisor
- CRD
- #5296136
- Ownership
- 25% but less than 50%
SCOTT MICHAEL LEFEBRE
MANAGING DIRECTOR, Partner, Senior Wealth Advisor
- CRD
- #5487787
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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Christina Ann Larkin
Director of Tax
- CRD
- #8292797
Showing 1 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $740,002,562 | $719,147 |
| Non-Discretionary | $107,188,320 | $1,082,710 |
| Total | $847,190,882 | $751,056 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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