Elizabeth Raabe

from Seneca Financial Advisors LLC
SEC regulated
Regulated Investment Advisor
Elizabeth Raabe is a financial advisor based in New York, Rochester, with 15 years of experience. Elizabeth currently works for Seneca Financial Advisors LLC. Elizabeth maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Elizabeth Raabe works at Seneca Financial Advisors LLC
Seneca Financial Advisors LLC is a financial advisor based in Rochester, New York. It currently has around $461,661,023 of assets under management and employs approximately 19 people. The main advice areas covered by Seneca Financial Advisors LLC are: financial planning services, portfolio management for individuals and/or small businesses, portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles and) and selection of other advisers. Seneca Financial Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
15 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
500 Linden Oaks, Suite 150, Rochester, New York, 14625

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