Founded in 1985, Excel Securities & Associates, Inc. is an independent broker-dealer (IBD) and Registered Investment Advisor (RIA) based in Rochester, New York. The firm's primary business is to provide a platform and a comprehensive suite of services for independent financial advisors. These services include brokerage, investment advisory, compliance oversight, operational support, and technology solutions, enabling advisors to manage their clients' assets and grow their own businesses effectively.

Founded in

United States