Matthew
Darcy
Seneca Financial Advisors LLC
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About this Advisor
Matthew Darcy is a chartered financial analyst who works out of Rochester, New York. Darcy currently works for Seneca Financial Advisors LLC. The advisor has gained experience at Seneca Financial Advisors LLC, Key Bank National Association, Alesco Advisors LLC and Wegmans Food Markets, Inc. Darcy is able to advise clients in New York. Seneca Financial Advisors LLC is an advisory company that has its headquarters in Rochester, NY. The investment advisory business has offices in two locations and a total of 19 advisors. It administers $521 million in total assets among its 930 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 930 customer accounts, 44% are associated with high-net-worth investors who have more than $1 million in investable assets. Seneca Financial Advisors LLC offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically vary depending on the services provided. However, fee types charged by Seneca Financial Advisors LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Seneca Financial Advisors LLC Brokerage Details
$520,499,794
19
930
$559,677
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
Matthew Darcy Work History
Matthew has been registered as a financial advisor for 0 years.*
Seneca Financial Advisors LLC
Seneca Financial Advisors LLC
Seneca Financial Advisors LLC
Seneca Financial Advisors LLC
Key Bank National Association
Alesco Advisors LLC
Wegmans Food Markets, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Darcy 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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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