Excel Securities & Associatesinc
Legal Name: EXCEL SECURITIES & ASSOCIATES,INC.
Full Contact Details
Excel Securities & Associatesinc
200 CANAL VIEW BLVD., SUITE 204, ROCHESTER, NY
585-424-1234
585-424-1247
Other Info
Excel Securities & Associates, Inc. is a reputable financial advisory firm registered with the US Securities and Exchange Commission since June 11, 2008. Based in New York, it has 19 skilled employees all serving as advisors to its pool of 600 clients. Excel Securities & Associates, Inc., legally recognized as EXCEL SECURITIES & ASSOCIATES, INC., continues to provide top-notch financial services to its clients.
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Excel Securities & Associates, Inc. is an independent, full-service Broker-Dealer / Registered Investment Advisor (RIA) financial firm in Rochester, NY.
Direct Owners
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JOSEPH ANTHONY LANZISERA
PRESIDENT, CHIEF COMPLIANCE OFFICER, FINANCIAL & OPERATIONS PRINCIPAL owns 75% or more
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TAMI ANN WIHLEN
VICE PRESIDENT owns less than 5%
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TERRENCE PATRICK BRITT
VICE PRESIDENT / COO owns less than 5%