Seneca Financial Advisors LLC
● SEC registered since 2010CRD 152824SEC# 801-71051Rochester, NY
Reg. AUM
$847.2M
Employees
19
Accounts
1,128
Location
Rochester, NY
Seneca Financial Advisors LLC assets under management
Seneca Financial Advisors LLC is an SEC-registered investment adviser based in Rochester, NY. The firm has been registered since 2010. It reports $847.2 million in regulatory assets under management and employs 19 people.
Seneca Financial Advisors LLC owners & executives
7 reported| 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 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Seneca Financial Advisors LLC manage?
Seneca Financial Advisors LLC reports $847.2 million in regulatory assets under management on its Form ADV.
How many employees does Seneca Financial Advisors LLC have?
Seneca Financial Advisors LLC reports 19 employees.
Where is Seneca Financial Advisors LLC located?
Seneca Financial Advisors LLC is based in Rochester, NY and has been SEC-registered since 2010.
Does Seneca Financial Advisors LLC disclose fund performance?
Seneca Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 South Clinton Avenue, Suite 1640, Rochester, NY 14604 |
| 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 |
Regulatory AUM
$847.2M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$847.2Mregulatory AUM
Discretionary $740MNon-discretionary $107.2M