EXCEL SECURITIES & ASSOCIATES,INC.

200 Canal View Blvd.
Suite 204
Rochester, New York 14623
Tel: 585-424-1234

About EXCEL SECURITIES & ASSOCIATES,INC.

EXCEL SECURITIES & ASSOCIATES,INC, formally registered with the SEC as EXCEL SECURITIES & ASSOCIATES,INC. The firm was established in 06/11/2008. They have over 4 offices throughout the country.

EXCEL SECURITIES & ASSOCIATES,INC. is a Rochester, New York based Financial Planning firm with nearly $344,257,941 assets under management, offering retirement planning & investment advisory services to 2721 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	16629
SEC#	801-69225
Assets Managed by Firm	$344,257,941
No. of Clients	2721
No. of Advisors	24

Fee Structure

A Percentage of AUM

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	2721	$344,257,941
Individuals (other than high net worth individuals)	1141	$344,257,941

Inquire with EXCEL SECURITIES & ASSOCIATES,INC.

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