Paychex Securities Corporation

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
128
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 a corporate broker-dealer and securities entity that has been SEC-registered since 1996. The firm is owned by domestic interests (noted as a domestic entity/individual structure) and is classified in public records as unclassified. Available data indicate the organization does not function as a capital allocator and is not identified as an active ESG investor. Public-facing descriptions of the firm’s advisory scope, client segments, fee schedules, and specific business activities were not provided in the source material. The snapshot flags Paychex Securities Corporation as not registered as a multi-state adviser, not newly formed, not a pension consultant, and not recorded as a related adviser in the 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 127
  • Charles Wart

    Relationship ManagerCRD 5889050

  • Luis Enrique Marquez Hernandez

    Luis Enrique Marquez Hernandez

    Registered RepresentativeCRD 7825329

  • Bradley Westwood

    Bradley Westwood

    Regional Retirement Sales RepresentativeCRD 6867824

Unlock 124 more contacts

Wealth teams

FINTRX

Newly hired reps

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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