Excel Securities & Associates,inc.
Excel Securities & Associates,inc. (CRD# 16629) is a financial advisory firm headquartered in Rochester, NY. They manage $165,000,000 in 850 accounts and serve the financial needs of clients across 29 states (or territories).
Total Assets Under Management165MILLION
Total Number of Accounts850ACCOUNTS
Average Account Value$194,118
- 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, IN, MA, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA