Carly Seneca is a CFP-designated registered investment advisor, based in Wexford, PA, with 7 years of industry experience.
Location
150 North Meadow Dr., Wexford, PA, 15090
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carly is an insurance agent with Webber Advisors since 2021, but dedicates no time to it. She is also an Investment Advisor Representative with CIRA since 2022, spending nearly full-time hours managing client assets and preparing financial plans.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Pensionmark Financial Group, LLC
Pensionmark Securities, LLCBroker
Harvest Financial Corporation
Harvest Financial CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.