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ST

Shirley Trinh

PAYCHEX SECURITIES
Rochester, NY 14623
CRD#: 7994171
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ST
Shirley TrinhPAYCHEX SECURITIES

Professional summary

Shirley Trinh is a registered financial professional currently at PAYCHEX SECURITIES CORPORATION located in Rochester, New York.

Shirley is registered as a RR (Registered Representative) and started their career in finance in 2024. Shirley has worked at 2 firms and has passed the Series 63, Series 6TO and SIE exams.

Aliases

None

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 Shirley Trinh'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

April 14, 2026 - Present

PAYCHEX SECURITIES CORPORATION

Office #1: 220 Kenneth Drive, Rochester, NY 14623
BD
CRD#: 39733
Rochester, NY
Past

June 10, 2025 - April 1, 2026

ADP BROKER-DEALER, INC.

BD
CRD#: 37693
ROSELAND, NJ
Past

December 17, 2024 - June 2, 2025

PAYCHEX SECURITIES CORPORATION

BD
CRD#: 39733
ROCHESTER, NY

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
(4/14/2026)
RR
Alaska
(4/14/2026)
RR
Arizona
(4/14/2026)
RR
Arkansas
(4/14/2026)
RR
California
(4/14/2026)
RR
Colorado
(4/14/2026)
RR
Connecticut
(4/14/2026)
RR
Delaware
(4/14/2026)
RR
District of Columbia
(4/14/2026)
RR
Florida
(4/14/2026)
RR
Georgia
(4/14/2026)
RR
Hawaii
(4/14/2026)
RR
Idaho
(4/14/2026)
RR
Illinois
(4/14/2026)
RR
Indiana
(4/14/2026)
RR
Iowa
(4/14/2026)
RR
Kansas
(4/14/2026)
RR
Kentucky
(4/14/2026)
RR
Louisiana
(4/14/2026)
RR
Maine
(4/14/2026)
RR
Maryland
(4/14/2026)
RR
Massachusetts
(4/14/2026)
RR
Michigan
(4/14/2026)
RR
Minnesota
(4/14/2026)
RR
Mississippi
(4/14/2026)
RR
Missouri
(4/14/2026)
RR
Montana
(4/14/2026)
RR
Nebraska
(4/14/2026)
RR
Nevada
(4/14/2026)
RR
New Hampshire
(4/14/2026)
RR
New Jersey
(4/14/2026)
RR
New Mexico
(4/14/2026)
RR
New York
(4/14/2026)
RR
North Carolina
(4/14/2026)
RR
North Dakota
(4/14/2026)
RR
Ohio
(4/15/2026)
RR
Oklahoma
(4/14/2026)
RR
Oregon
(4/14/2026)
RR
Pennsylvania
(4/14/2026)
RR
Rhode Island
(4/14/2026)
RR
South Carolina
(4/14/2026)
RR
South Dakota
(4/14/2026)
RR
Tennessee
(4/14/2026)
RR
Texas
(4/14/2026)
RR
Utah
(4/14/2026)
RR
Vermont
(4/14/2026)
RR
Virginia
(4/14/2026)
RR
Washington
(4/14/2026)
RR
West Virginia
(4/14/2026)
RR
Wisconsin
(4/14/2026)
RR
Wyoming
(4/14/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 2/5/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 12/16/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/19/2024
Securities Industry Essentials 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)

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#: 39733Rochester, NY 14623

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