Paychex Securities Corporation

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
132
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 has been SEC-registered since 1996. FINTRX classifies ownership as a domestic entity and individual ownership; the firm is listed as "Unclassified" in the snapshot data. The record shows limited public disclosure of business or advisory activities. Flags in the profile indicate it is not identified as a capital allocator, not an active ESG investor, not a multistate adviser, not newly formed, and not a pension consultant or related adviser.

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 131
  • Emily Buzzelli

    Emily Buzzelli

    Regional Retirement Sales RepresentativeCRD 6164411

  • Matthew Cooksey

    Matthew Cooksey

    Registered RepresentativeCRD 6051107

  • Daniel Campanelli

    Daniel Campanelli

    Retirement Advisor Channel ManagerCRD 1374609

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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