SG
Stephen George Green
CRD 5296136
Firms
| Firm | Role | As of |
|---|---|---|
| Seneca Financial Advisors Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Seneca Financial Advisors Llc
Member & Chief Executive Officer · 25% – 50% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗