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 organized as a corporation and has been SEC-registered since 1996. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as Unclassified in the source data and is not identified as a capital allocator. Several adviser attributes are explicitly negative or unreported: the firm is not flagged as an active ESG investor, is not a multi-state adviser, is not newly formed, is not a pension consultant, and is not listed as a related adviser. The firm did not provide descriptions of its business activities, advisory activities, client base, fee structure, or affiliations.
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 126Charles 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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