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KY

Kelly M Yezzi

PAYCHEX SECURITIES

Rochester, NY

·CRD# 6900749·8 years experience

Professional Summary

Kelly M Yezzi, who also goes by Kelly M Grabinski, is a registered financial advisor currently at PAYCHEX SECURITIES CORPORATION located in Rochester, New York. Kelly is registered as a RR (Registered Representative) and started their career in finance in 2018. Kelly has worked at 1 firm and has passed the Series 63, SIE, Series 6 and Series 26 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kelly M Grabinski

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

8 years in the financial services industry

Current & Past Employments

PAYCHEX SECURITIES CORPORATION·CRD# 39733

BD

220 Kenneth Drive, Rochester, NY 14623

December 23, 2025 - Present

PAYCHEX SECURITIES CORPORATION·CRD# 39733

BD

West Henrietta, NY

March 15, 2018 - December 31, 2023

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Current Firm

PS

PAYCHEX SECURITIES CORPORATION

PAYCHEX SECURITIES CORPORATION

CRD#: 39733 / SEC#: 8-48942

BD

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

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

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
PAYCHEX HOLDINGS, LLC	PARENT CORP	—
BUFFINGTON, SCOTT RONALD	PRESIDENT	2895810
SCHRADER, ROBERT LEWIS	DIRECTOR	7827962
SIMMONS, CHRISTOPHER CARL	TREASURER	7621466
YEZZI, KELLY M	CHIEF COMPLIANCE OFFICER	6900749

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(12/23/2025)

RR

Alaska
(12/23/2025)

RR

Arizona
(12/23/2025)

RR

Arkansas
(12/23/2025)

RR

California
(12/23/2025)

RR

Colorado
(12/23/2025)

RR

Connecticut
(12/23/2025)

RR

Delaware
(12/23/2025)

RR

District of Columbia
(12/23/2025)

RR

Florida
(12/23/2025)

RR

Georgia
(12/23/2025)

RR

Hawaii
(12/23/2025)

RR

Idaho
(12/23/2025)

RR

Illinois
(12/23/2025)

RR

Indiana
(12/23/2025)

RR

Iowa
(12/23/2025)

RR

Kansas
(12/23/2025)

RR

Kentucky
(12/23/2025)

RR

Louisiana
(12/23/2025)

RR

Maine
(12/23/2025)

RR

Maryland
(12/23/2025)

RR

Massachusetts
(12/23/2025)

RR

Michigan
(12/23/2025)

RR

Minnesota
(12/23/2025)

RR

Mississippi
(12/23/2025)

RR

Missouri
(12/23/2025)

RR

Montana
(12/23/2025)

RR

Nebraska
(12/23/2025)

RR

Nevada
(12/23/2025)

RR

New Hampshire
(12/23/2025)

RR

New Jersey
(12/23/2025)

RR

New Mexico
(12/23/2025)

RR

New York
(12/23/2025)

RR

North Carolina
(12/23/2025)

RR

North Dakota
(12/23/2025)

RR

Ohio
(12/26/2025)

RR

Oklahoma
(12/23/2025)

RR

Oregon
(12/23/2025)

RR

Pennsylvania
(12/23/2025)

RR

Rhode Island
(12/23/2025)

RR

South Carolina
(12/23/2025)

RR

South Dakota
(12/23/2025)

RR

Tennessee
(12/23/2025)

RR

Texas
(12/23/2025)

RR

Utah
(12/23/2025)

RR

Vermont
(12/23/2025)

RR

Virginia
(12/23/2025)

RR

Washington
(12/23/2025)

RR

West Virginia
(12/23/2025)

RR

Wisconsin
(12/23/2025)

RR

Wyoming
(12/23/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2018About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 2018About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Jul 2018About the Series 26 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Kelly M Yezzi's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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KY

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