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).

By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    800
    ACCOUNTS
  • Average Account Value
    $203,750
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Excel Securities & Associates,inc.
No Advisor Found.
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