SENECA FINANCIAL ADVISORS LLC
CRD #152824 SEC #801-71051 ROCHESTER, NY 585-203-1211
SEC Registered
Total AUM
$693.6M
Discretionary
$606M
Employees
19
Clients
251
Accounts
1,072
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 18, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | MEMBER & CHIEF EXECUTIVE OFFICER | D | Control |
| VOTAVA, JR., G., JOSEPH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER & CHIEF EXECUTIVE OFFICER | C | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER & CHIEF EXECUTIVE OFFICER | C | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER & CHIEF EXECUTIVE OFFICER | C | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER & MANAGING DIRECTOR, BUSINESS DEVELOPMENT | C | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER & MANAGING DIRECTOR, BUSINESS DEVELOPMENT | C | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER & MANAGING DIRECTOR, BUSINESS DEVELOPMENT | C | Control |
| DARCY, MATTHEW, JAMES | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| DARCY, MATTHEW, JAMES | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| DARCY, MATTHEW, JAMES | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| DARCY, MATTHEW, JAMES | I | CHIEF COMPLIANCE OFFICER | B | Control |
| ERSKINE, ZACHARY, RICHARD | I | MEMBER & SENIOR WEALTH ADVISOR | B | Control |
| ERSKINE, ZACHARY, RICHARD | I | MEMBER & SENIOR WEALTH ADVISOR | B | Control |
| ERSKINE, ZACHARY, RICHARD | I | MEMBER & SENIOR WEALTH ADVISOR | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| GREEN, STEPHEN, GEORGE | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| LEFEBRE, SCOTT, MICHAEL | I | MEMBER | B | Control |
| MERRY, KIMBERLY, SUSAN | I | MEMBER & BUSINESS MANAGER | A | Control |
| MERRY, KIMBERLY, SUSAN | I | MEMBER & BUSINESS MANAGER | A | Control |
| MERRY, KIMBERLY, SUSAN | I | MEMBER & BUSINESS MANAGER | A | Control |
| RAABE, ELIZABETH, MEZEI | I | MEMBER, CHIEF COMPLIANCE OFFICER & SENIOR WEALTH ADVISOR | A | Control |
| RAABE, ELIZABETH, MEZEI | I | MEMBER, CHIEF COMPLIANCE OFFICER & SENIOR WEALTH ADVISOR | A | Control |
| RAABE, ELIZABETH, MEZEI | I | MEMBER & SENIOR WEALTH ADVISOR | A | Control |
Registrations
Federal
IA
Feb 18, 2025 REGISTERED
Notice Filings (14)
CA CO CT DC FL MA MD NE NH NJ NY OR TX VA
Address
500 LINDEN OAKSSUITE 150
ROCHESTER, NY 14625
United States
Phone: 585-203-1211