SENECA FINANCIAL ADVISORS LLC
SEC file number 801-71051
· ROCHESTER, NY
https://senecalearning.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$607M
Discretionary AUM
$535.4M
Employees
19
Clients
26
Firm
- Address
- 500 LINDEN OAKS
ROCHESTER, NY 14625 - Phone
- —
- Website
- https://senecalearning.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
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- Financial Synergies Wealth Advisors, Inc. Medium name-match confidence · CIK 2017868 · TX
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AdvisorNet Financial, Inc · D · Apr 21, 2026
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AdvisorNet Financial, Inc · D · Apr 15, 2025
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Financial Synergies Wealth Advisors, Inc. · D · Mar 5, 2025$7M