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RM

Robert J. Mclane

PAYCHEX SECURITIES
Phoenix, AZ 85053
Some features on this profile are disabled
CRD#: 5235736
RM

Professional summary

Robert John Mclane, who also goes by Robert Mclane, is a registered financial professional currently at PAYCHEX SECURITIES CORPORATION located in Phoenix, Arizona.

Robert is registered as a RR (Registered Representative) and started their career in finance in 2006. Robert has worked at 5 firms and has passed the Series 63, Series 6TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Robert Mclane

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Robert John Mclane's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 11, 2021 - Present

PAYCHEX SECURITIES CORPORATION

Office #1: 16404 North Black Canyon Highway Suite 140 280, Phoenix, AZ, 85053
BD
CRD#: 39733
Phoenix, AZ
Past

January 2, 2013 - September 11, 2015

MML DISTRIBUTORS, LLC

BD
CRD#: 38030
PHOENIX, AZ
Past

March 14, 2011 - January 2, 2013

TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.

BD
CRD#: 37819
PHOENIX, AZ
Past

June 24, 2010 - January 7, 2011

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
PHOENIX, AZ
Past

November 10, 2006 - September 15, 2008

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(12/17/2021)
RR
Alaska
(12/17/2021)
RR
Arizona
(12/20/2021)
RR
Arkansas
(12/17/2021)
RR
California
(12/17/2021)
RR
Colorado
(8/11/2021)
RR
Connecticut
(8/12/2021)
RR
Delaware
(12/17/2021)
RR
District of Columbia
(8/11/2021)
RR
Florida
(8/11/2021)
RR
Georgia
(12/17/2021)
RR
Hawaii
(12/17/2021)
RR
Idaho
(8/12/2021)
RR
Illinois
(10/4/2021)
RR
Indiana
(12/17/2021)
RR
Iowa
(12/17/2021)
RR
Kansas
(12/17/2021)
RR
Kentucky
(12/17/2021)
RR
Louisiana
(8/11/2021)
RR
Maine
(12/17/2021)
RR
Maryland
(8/11/2021)
RR
Massachusetts
(12/17/2021)
RR
Michigan
(12/17/2021)
RR
Minnesota
(12/17/2021)
RR
Mississippi
(12/17/2021)
RR
Missouri
(12/17/2021)
RR
Montana
(12/17/2021)
RR
Nebraska
(12/17/2021)
RR
Nevada
(1/10/2022)
RR
New Hampshire
(12/17/2021)
RR
New Jersey
(12/17/2021)
RR
New Mexico
(12/17/2021)
RR
New York
(12/17/2021)
RR
North Carolina
(12/17/2021)
RR
North Dakota
(12/17/2021)
RR
Ohio
(8/11/2021)
RR
Oklahoma
(12/17/2021)
RR
Oregon
(12/17/2021)
RR
Pennsylvania
(12/17/2021)
RR
Rhode Island
(12/17/2021)
RR
South Carolina
(12/17/2021)
RR
South Dakota
(12/17/2021)
RR
Tennessee
(12/17/2021)
RR
Texas
(12/17/2021)
RR
Utah
(12/17/2021)
RR
Vermont
(12/17/2021)
RR
Virginia
(12/17/2021)
RR
Washington
(12/17/2021)
RR
West Virginia
(12/17/2021)
RR
Wisconsin
(12/17/2021)
RR
Wyoming
(12/17/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 12/17/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 8/11/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/16/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/9/2006
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PS
PAYCHEX SECURITIES CORPORATION
PAYCHEX SECURITIES CORPORATION

CRD#: 39733 / SEC#: , 8-48942

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
220 Kenneth Drive, Rochester, NY 14623
Mailing Address
220 Kenneth Drive, Rochester, NY 14623
Phone number
(585) 387-4312
Established
New York since 07/17/1995
Firm type
Corporation
Fiscal year end
May
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PAYCHEX HOLDINGS, LLCPARENT CORP
SCHRADER, ROBERT LEWISDIRECTOR7827962
SIMMONS, CHRISTOPHER CARLTREASURER7621466
YEZZI, KELLY MPRESIDENT6900749
YEZZI, KELLY MCHIEF COMPLIANCE OFFICER6900749

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PAYCHEX SECURITIES CORPORATION

CRD#: 39733Phoenix, AZ 85053

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