Stephen Green has been Member & Chief Executive Officer of Seneca Financial Advisors since January 2010, is a control person of the firm and directly owns between 25% and 50% of it. Stephen Green holds a B.A. in Economics from Le Moyne College. Stephen Green studied at the College for Financial Planning.
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.
Stephen G. Green is Partner/Chief Executive Officer of Seneca Financial Advisors. He is a founding partner of the firm. Before joining Seneca, he served with a global firm as a Financial Advisor within its Private Clients Group, providing financial planning and tax planning. He is a member of Seneca's Investment Committee.
- – present · 5 yearsRochester, NY · Adviser representative · Firm CRD 152824
Investment adviser representative registrations
Stephen Green is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2021; the most recent is New York, in August 2021.
- New YorkSince 18 August 2021
- TexasResidentSince 30 July 2021
Examinations
No examinations are on Stephen Green’s record.
- Full name
- Stephen George Green
- CRD
- 5296136
- Firm
- Seneca Financial Advisors · CRD 152824
- Role
- Member & Chief Executive Officer
- Office
- 100 SOUTH CLINTON AVENUE, SUITE 1640, Rochester, NY 14604
- Registration
- Investment adviser registration
- In the industry since
- July 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- senecafinancialadvisors.com
Where does Stephen Green work?
Stephen Green has been Member & Chief Executive Officer of Seneca Financial Advisors LLC since January 2010, and is a control person of the firm.
Is Stephen Green a financial advisor?
Yes. Stephen Green has a current investment-adviser registration in New York and Texas, through Seneca Financial Advisors since July 2021.
How many years of experience does Stephen Green have?
Stephen Green has 5 years in the financial industry, since July 2021, across 1 adviser firm.
Where is Stephen Green based?
Stephen Green’s registered office is in Rochester, NY.
Is Stephen Green registered with FINRA?
No. Stephen Green has no current broker registration.
How can I verify Stephen Green’s record?
Search CRD 5296136 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Green’s full registration record.