Scott Lefebre has been Member & Managing Director, Business Development of Seneca Financial Advisors since January 2010, is a control person of the firm and directly owns between 25% and 50% of it.
Seneca Financial Advisors LLC is a Rochester, NY firm with $847M under management, 373 clients and 5 advisers across 3 offices, as of its June 2026 filing.
Scott Lefebre’s longest registration is the current one, 16 years at Seneca Financial Advisors since 2010. Before joining Seneca Financial Advisors in 2010, Scott Lefebre was registered through Nixon Peabody Financial Advisors LLC.
- – present · 16 yearsRochester, NY · Adviser representative · Firm CRD 152824
- Nixon Peabody Financial Advisors LLC– · 1 yearRochester, NY · Adviser representative · Firm CRD 117232
Investment adviser representative registrations
Scott Lefebre is registered as an investment adviser representative in 3 states. The first approvals date from April 2010; the most recent is New York, in July 2021.
- District of ColumbiaSince 5 April 2010
- New YorkSince 20 July 2021
- TexasSince 13 November 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 January 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Scott Michael Lefebre
- CRD
- 5487787
- Firm
- Seneca Financial Advisors · CRD 152824
- Role
- Member & Managing Director, Business Development
- Office
- 100 SOUTH CLINTON AVENUE, SUITE 1640, Rochester, NY 14604
- Registration
- Investment adviser registration
- In the industry since
- January 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Scott Lefebre work?
Scott Lefebre has been Member & Managing Director, Business Development of Seneca Financial Advisors LLC since January 2010, and is a control person of the firm.
Is Scott Lefebre a financial advisor?
Yes. Scott Lefebre has a current investment-adviser registration in District of Columbia, New York and Texas, through Seneca Financial Advisors since April 2010.
How many years of experience does Scott Lefebre have?
Scott Lefebre has 17 years in the financial industry, since January 2009, across 2 adviser firms.
What exams has Scott Lefebre passed?
Scott Lefebre passed the Series 65 in January 2008.
Where did Scott Lefebre work before Seneca Financial Advisors?
Before Seneca Financial Advisors, Scott Lefebre was registered through Nixon Peabody Financial Advisors LLC, December 2008 to February 2010.
Where is Scott Lefebre based?
Scott Lefebre’s registered office is in Rochester, NY.
Is Scott Lefebre registered with FINRA?
No. Scott Lefebre has no current broker registration.
How can I verify Scott Lefebre’s record?
Search CRD 5487787 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Lefebre’s full registration record.