Excel Securities & Associates,inc.
Excel Securities & Associates,inc. (CRD# 16629) is a financial advisory firm headquartered in Rochester, NY. They manage $163,000,000 in 800 accounts and serve the financial needs of clients across 27 states (or territories).
Total Assets Under Management163MILLION
Total Number of Accounts800ACCOUNTS
Average Account Value$203,750
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, CT, FL, GA, HI, MA, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA