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 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
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 127Charles 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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