Matthew
Darcy

Seneca Financial Advisors LLC

CRD#7710305
Investment Advisor
in Rochester, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Matthew Darcy is a financial advisor based in Rochester, New York, working with Seneca Financial Advisors LLC. Matthew has previously held positions at Seneca Financial Advisors LLC, Key Bank National Association, Alesco Advisors LLC, and Wegmans Food Markets, Inc. Matthew is registered to provide services in New York. Currently, Matthew 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

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

500 Linden Oaks Suite 150
Rochester, NY 14625

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Seneca Financial Advisors LLC Brokerage Details

Total Assets Under Management

$606,985,390

NY Average: $7,464,549,021
Total Number of Employees

19

NY Average: 88
Total Number of Accounts

1,009

NY Average: 3,892
Average Account Size

$601,571

NY Average: $1,917,921

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

2023 - Present (1 year)

Seneca Financial Advisors LLC

2021 - Present (3 years)

Seneca Financial Advisors LLC

2017 - 2021 (4 years)

Seneca Financial Advisors LLC

2017 - 2017 (< 1 year)

Seneca Financial Advisors LLC

2016 - 2017 (1 year)

Key Bank National Association

2015 - 2015 (< 1 year)

Alesco Advisors LLC

2011 - 2015 (4 years)

Wegmans Food Markets, Inc

Created with Highcharts 6.0.7

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

Zachary Erskine
Rochester, NY
Matthew Darcy
Rochester, NY
Aaron Hulbert
Rochester, NY
Stephen Green
Rochester, NY
Scott Lefebre
Rochester, NY
G. Votava Jr.
Rochester, NY
Elizabeth Raabe
Rochester, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started