Zachary Erskine has been Member & Senior Wealth Advisor of Seneca Financial Advisors since January 2024, is a control person of the firm and directly owns between 10% and 25% of it. Zachary Erskine holds a Dual Degree in Economics and Management Information Systems from Rensselaer Polytechnic Institute.
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.
Zachary R. Erskine is Partner/Senior Wealth Advisor of Seneca Financial Advisors. He began his career at Seneca as a Financial Analyst. He provides financial planning and advisory services to emerging professionals and executives and is a member of the firm's Investment Committee.
- – present · 7 yearsRochester, NY · Adviser representative · Firm CRD 152824
Professional designations
Listed by Seneca Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Zachary Erskine is registered as an investment adviser representative in 2 states. The first approvals date from November 2018; the most recent is New York, in July 2021.
- New YorkSince 20 July 2021
- TexasSince 13 November 2018
Examinations
No examinations are on Zachary Erskine’s record.
- Full name
- Zachary Richard Erskine
- CRD
- 5887117
- Firm
- Seneca Financial Advisors · CRD 152824
- Role
- Member & Senior Wealth Advisor
- Office
- 100 SOUTH CLINTON AVENUE, SUITE 1640, Rochester, NY 14604
- Registration
- Investment adviser registration
- In the industry since
- November 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- senecafinancialadvisors.com
Where does Zachary Erskine work?
Zachary Erskine has been Member & Senior Wealth Advisor of Seneca Financial Advisors LLC since January 2024, and is a control person of the firm.
Is Zachary Erskine a financial advisor?
Yes. Zachary Erskine has a current investment-adviser registration in New York and Texas, through Seneca Financial Advisors since November 2018.
How many years of experience does Zachary Erskine have?
Zachary Erskine has 7 years in the financial industry, since November 2018, across 1 adviser firm.
Where is Zachary Erskine based?
Zachary Erskine’s registered office is in Rochester, NY.
Is Zachary Erskine registered with FINRA?
No. Zachary Erskine has no current broker registration.
Is Zachary Erskine a CFP?
Seneca Financial Advisors lists Zachary Erskine with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Zachary R. Erskine, CFP® biography, senecafinancialadvisors.com
How can I verify Zachary Erskine’s record?
Search CRD 5887117 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Erskine’s full registration record.