Stephen Green
Seneca Financial Advisors · Rochester, New York
Stephen Green is a fee-only financial advisor at Seneca Financial Advisors in Rochester, New York. Stephen focuses on tax planning, estate & legacy planning and family wealth transfer. Seneca Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Seneca Financial Advisors |
|---|---|
| Based in | Rochester, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $847.2M across 1,128 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 5296136 |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.senecafinancialadvisors.com |
How Stephen's firm compares
- Seneca Financial Advisors's average account is about $751,000, from its Form ADV (assets managed divided by 1,128 accounts).
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Questions about Stephen
Is Stephen Green a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Seneca Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Seneca Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Green based?
Stephen Green is based in Rochester, New York.
What does Stephen specialize in?
Stephen's specialties include tax planning, estate & legacy planning and family wealth transfer.
Is Stephen Green registered with the SEC?
Yes. Stephen Green is registered as an investment adviser representative in NY and TX (CRD 5296136), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Seneca Financial Advisors manage?
Seneca Financial Advisors reports $847.2M across 1,128 accounts in assets under management.
How do I contact Stephen Green?
Through Stephen's website, www.senecafinancialadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Seneca Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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