Paychex Securities Corporation

Broker-DealerFINRA MemberEst. 1996
Total AUM
—
Advisory reps
132
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 organized as a corporation and is listed as SEC-registered since 1996. Public profile fields classify the firm as "Unclassified" and indicate an owner structure described as Domestic Entity | Individual. The firm's profile flags that it is not a capital allocator and that it does not identify as an active ESG investor. Additional supervisor-type fields mark it as not a multi-state adviser, not a pension consultant, and not a related adviser. The source file does not provide specifics about the firm's advisory or business activities, client segments, or fee arrangements. Those operational and service-level details are not disclosed in the available data.

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 131
  • 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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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