Paychex Securities Corporation
Firm details
- Headquarters
- Rochester, New York
- CRD number
- 39733
- Registered since
- June 7, 1996
- Website
- www.paychex.com
Firm profile
FINTRXOverview
Paychex Securities Corporation is a corporate-structured SEC-registered entity that has been registered since 1996. The firm is owned by a domestic entity/individual and is classified in the snapshot data as "Unclassified." It is not identified as a capital allocator and is not flagged as an active ESG investor. The firm is also marked as not being a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser in the provided snapshot.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Kelly Yezzi
Chief Compliance OfficerCRD 6900749
Contacts
3 of 128Charles Wart
Relationship ManagerCRD 5889050
Luis Enrique Marquez Hernandez
Registered RepresentativeCRD 7825329
Bradley Westwood
Regional Retirement Sales RepresentativeCRD 6867824
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rochester, NY
Monroe
Location
Rochester, NY
Headquartered in Rochester, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 220 Kenneth Dr
- Time zone
- ET (UTC-5)
- Office locations
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