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 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

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

    Luis Enrique Marquez Hernandez

    Registered RepresentativeCRD 7825329

  • Bradley Westwood

    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