PAYCHEX SECURITIES CORPORATION

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
127
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 entity that appears in regulatory records with an SEC registration date of 1996. The snapshot in the source data characterizes the firm as a domestic-owned corporation and lists a classification of "Unclassified." Several operational descriptors are explicitly negative or blank: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not described as a newly formed or related adviser. Fields for business activities, advisory activities, fee structure and client base were not populated in the provided material, indicating limited public disclosure of the firm's investment or advisory model in the source.

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 126
  • CHARLES WART

    Relationship ManagerCRD 5889050

  • LUIS ENRIQUE MARQUEZ HERNANDEZ

    Registered RepresentativeCRD 7825329

  • BRADLEY WESTWOOD

    Regional Retirement Sales RepresentativeCRD 6867824

Unlock 123 more contacts

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