Elizabeth
Raabe
Seneca Financial Advisors LLC
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About this Advisor
Elizabeth Raabe is a financial advisor based in Rochester, New York, working with Seneca Financial Advisors LLC. Elizabeth has previously held positions at Capital Investment Counsel, Inc, Highwater Wealth Management LLC, Frontier Wealth Management, LLC, and Seneca Financial Advisors LLC. Elizabeth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Elizabeth is part of Seneca Financial Advisors LLC, which operates out of Rochester, New York. The firm has 2 offices and 19 employees. The firm manages assets totaling $607.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Seneca Financial Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Seneca Financial Advisors LLC Brokerage Details
$606,985,390
19
1,009
$601,571
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Elizabeth Raabe Work History
Seneca Financial Advisors LLC
Frontier Wealth Management, LLC
Highwater Wealth Management LLC
Capital Investment Counsel, Inc
Disclosures
Please visit the SEC profile of Elizabeth Raabe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seneca Financial Advisors LLC
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
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