Paychex Securities Corporation

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
136
Avg account
$0

Firm details

Headquarters
Rochester, New York
CRD number
39733
Registered since
June 7, 1996

Firm profile

FINTRX

Overview

Paychex Securities Corporation is listed as a corporate entity with domestic/individual ownership. The FINTRX profile classifies the firm as unclassified and records that it does not act as a capital allocator. The available data shows minimal advisory footprint: it is not identified as an active ESG investor, not flagged as a multi-state adviser, and it is not a newly formed adviser. The firm has supplied little detail about business or advisory activities on its profile. No client-facing investment strategies, fee schedules, or target client segments are provided in the available dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kelly Yezzi

    Chief Compliance OfficerCRD 6900749

Contacts

3 of 135
  • Emily Buzzelli

    Emily Buzzelli

    Regional Retirement Sales RepresentativeCRD 6164411

  • Matthew Cooksey

    Matthew Cooksey

    Registered RepresentativeCRD 6051107

  • Daniel Campanelli

    Daniel Campanelli

    Retirement Advisor Channel ManagerCRD 1374609

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth