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Jeffrey Mitchell Lang

Seneschal Family Office

Tacoma, WA

CRD 2512108

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Employer firm

Seneschal Family Office CRD 131618

$301M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Seneschal Family Office

2323 N. 30Th Street Suite 200, Tacoma, WA 98403 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED 2022-04-28
VA RA APPROVED 2022-04-28
WA RA APPROVED 2012-03-26
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2022-04-28
  • VA RA
    APPROVED
    Since 2022-04-28
  • WA RA
    APPROVED
    Since 2012-03-26

Branch Locations

2323 N. 30Th Street Suite 200, Tacoma, WA 98403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Seneschal Advisors, Llc Tacoma WA 01/2012 Present
  • 01/2012 → Present
    Seneschal Advisors, Llc
    Tacoma, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-13
S63 Uniform Securities Agent State Law Examination 1995-06-30
  • S65 Uniform Investment Adviser Law Examination
    1999-08-13
  • S63 Uniform Securities Agent State Law Examination
    1995-06-30
Designations
  • Certified Financial Planner
Other Names
  • Jeff Lang
  • Jeff M Lang

View on SEC IAPD

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