Zachary Richard Erskine
Investment adviser representative at Seneca Financial Advisors LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$847.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Seneca Financial Advisors LLCJul 2011 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Seneca Financial Advisors LLC
$847.2MAssets managed
373Clients
6Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5887117
- Firm CRD
- 152824