Excel Securities & Associates

Financial Services, 200 Canal View BLVD, Rochester, New York, 14623, United States, 11-50 Employees

Phone Number: +18*********

Who is EXCEL SECURITIES & ASSOCIATES

Supporting individual investors and financial professionals since 1978. Excel Securities & Associates, Inc. is a family-owned, independent, full-service Broker-Dealer / Registered Investm...

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Headquarters: 200 Canal View BLVD, Rochester, New York, 14623, United States
Date Founded: 1978
Employees: 11-50
Revenue: $10 Million to $25 Million
Active Tech Stack: See technologies

Industry: Financial Services

SIC Code: 6282 | NAICS Code: 523940 | Show More

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Excel Securities & Associates Org Chart and Mapping

Employees

Terrence Britt

COO

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Frequently Asked Questions Regarding Excel Securities & Associates

Answer: Excel Securities & Associates's headquarters are located at 200 Canal View BLVD, Rochester, New York, 14623, United States

Answer: Supporting individual investors and financial professionals since 1978. Excel Securities & Associates, Inc. is a family-owned, independent, full-service Broker-Dealer / Registered Investment Advisor (RIA) financial firm. For 44 years, our team has provided personalized service that sets us apart. We established our business with the goal of catering to the community's stock and bond investing needs. With an emphasis on personalized service, we had originally provided investors with efficient, cost-effective means to trade stock & bonds. As our business grew, we added Financial and Retirement Planning services. As stewards of our client's wealth, we go to great lengths to cultivate long-term relationships. Each relationship is built on a passion for what we do, the depth of our capabilities, and our relentless commitment to integrity, objectivity, and sincerity. Retaining the core values from which our firm was founded upon, we expanded our Financial Services Firm to include Registered Investment Advisory (RIA) business. Our RIA business operates with the same philosophies, but with a focus on Financial Advisors. We strive to complement and strengthen Advisors' businesses by providing state of the art technology (Trading and Practice Management Tools, etc.) with sensible compliance policies, access to world class management teams, personalized operational support, and the freedom to be entrepreneurs. Our depth of service is supported by our clearing agent Pershing LLC a wholly owned Bank of New York Mellon company, and our strategic partnerships with some of the industry's most well-respected mutual fund and insurance companies. To date, our combined lines of business total approximately $1 billion of clients' assets and include multiple locations with teams of highly seasoned professionals. We are excited about our firm's future and ways we can enhance our clients' investing experience and financial well-being. We look forward to getting to know you.