Paychex Securities Corporation

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
135
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 is identified in public snapshots with an owner composition described as a domestic entity and an individual. Public records for the firm are sparse: it is classified as "Unclassified" and the firm has not provided descriptions of its business activities, advisory services, or client segments in the source material. Available metadata signals a limited advisory posture. The firm is not flagged as a capital allocator, not described as an active ESG investor, and it is not identified as a multistate adviser, pension consultant, related adviser, or newly formed adviser in the provided snapshot.

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

FINTRX

Contacts

FINTRX

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