Rochester, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Seneca Financial Advisors LLC
Team
Firm-wide stats for Seneca Financial Advisors LLC
About
Seneca Financial Advisors advises individuals, high‑net‑worth households, trusts, estates and business entities, offering comprehensive financial planning, investment management, investment consulting, tax planning and preparation, and trustee services. The firm serves clients on both discretionary and non‑discretionary bases and provides retirement plan rollover guidance and recommendations for unaffiliated sub‑advisers when appropriate.
Portfolios are built from strategic asset‑allocation models (equity, balanced and conservative mixes) using mutual funds, ETFs and separate account managers, with ongoing monitoring and periodic rebalancing. The firm employs a limited tactical overlay to overweight or underweight asset classes as opportunities arise and, notably, may use borrowing in separately managed accounts as part of portfolio implementation — a practice that is relatively uncommon among peers.
Managing roughly $847 million in client assets across several hundred client relationships, Seneca integrates an in‑house tax function (including tax planning and preparation) with its investment advice and maintains team credentials such as CPA, CFP and CFA. The firm also accommodates nonstandard situations — for example, private real estate, tax‑credit partnerships, low‑basis or legacy holdings, and trustee arrangements or standing letters of authorization with annual surprise verifications — which distinguish its operational and service mix from many similarly sized advisory teams.
Based on Seneca Financial Advisors LLC
Expertise
Based on Seneca Financial Advisors LLC
Location
100 South Clinton Avenue, Suite 1640
Rochester NY 14604
Advisors at this office
5
Advisors at this office
Matthew D
CFA®
Rochester, NY
Seneca Financial Advisors LLC
Matthew Darcy is a CFA® charterholder with three years of experience in the financial services industry. He has been with Seneca Financial Advisors LLC since 2021, following a prior role at Key Bank National Association. Seneca Financial Advisors advises individuals, high-net-worth households, trusts, estates, and business entities, providing comprehensive financial planning, investment management, tax planning, and trustee services. The firm utilizes strategic asset allocation models and a limited tactical overlay in portfolio management, integrating in-house tax functions and accommodating complex client situations.
Zachary E
CFP®
Rochester, NY
Seneca Financial Advisors LLC
Zachary Erskine is a CFP® professional with seven years of industry experience and has been with Seneca Financial Advisors LLC since 2011. He is based in Rochester, NY, and works as part of a six-advisor team. Seneca Financial Advisors serves individuals, high-net-worth households, trusts, estates, and business entities, providing comprehensive financial planning, investment management, tax planning, and trustee services. The firm uses strategic asset-allocation models with mutual funds, ETFs, and separate account managers, and incorporates a limited tactical overlay and borrowing in separately managed accounts as part of its investment approach.
Christina L
CFP®
Rochester, NY
Seneca Financial Advisors LLC
Christina Larkin is a CFP® professional with two years of industry experience, currently working at Seneca Financial Advisors LLC in Rochester, NY. Her prior work includes roles at Vireo Group and Sciarabba Walker & Co., LLP. Seneca Financial Advisors serves individuals, high-net-worth households, trusts, estates, and business entities, offering services such as financial planning, investment management, tax planning, and trustee services. The firm uses strategic asset-allocation models and incorporates an in-house tax function alongside its investment advice.
Stephen G
Rochester, NY
Seneca Financial Advisors LLC
Stephen Green is a financial advisor at Seneca Financial Advisors LLC with 16 years at the firm and 5 years of industry experience. He is based in Rochester, NY, and works as part of a six-advisor team. Seneca Financial Advisors serves individuals, high-net-worth households, trusts, estates, and business entities by providing comprehensive financial planning, investment management, tax planning and preparation, and trustee services. The firm uses strategic asset-allocation models with mutual funds, ETFs, and separate account managers, incorporating a limited tactical overlay and occasionally borrowing in separately managed accounts.
Scott L
PFS™, Series 65
Rochester, NY
Seneca Financial Advisors LLC
Scott Lefebre is a financial advisor at Seneca Financial Advisors LLC in Rochester, NY, holding the PFS™ designation and Series 65 license with 17 years of industry experience. He has been with Seneca Financial Advisors since 2010. Seneca Financial Advisors serves individuals, high-net-worth households, trusts, estates, and business entities by offering comprehensive financial planning, investment management, tax planning, and trustee services. The firm employs strategic asset allocation with selective tactical overlays and integrates an in-house tax function, managing approximately $847 million in client assets.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)