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TG

Timothy Gorman

PAYCHEX SECURITIES
Rochester, NY 14623
Some features on this profile are disabled
CRD#: 8297364
TG
Timothy GormanPAYCHEX SECURITIES

Professional summary

Timothy Gorman, who also goes by Tim Gorman, Timothy M Gorman, is a registered financial professional currently at PAYCHEX SECURITIES CORPORATION located in Rochester, New York.

Timothy is registered as a RR (Registered Representative) and started their career in finance in 2026. Timothy has worked at 1 firm and has passed the Series 6TO and SIE exams.

Aliases

Tim Gorman | Timothy M Gorman

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 Timothy Gorman'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

July 9, 2026 - Present

PAYCHEX SECURITIES CORPORATION

Office #1: 220 Kenneth Drive, Rochester, NY 14623
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
Colorado
(7/9/2026)
RR
District of Columbia
(7/9/2026)
RR
Florida
(7/9/2026)
RR
Louisiana
(7/9/2026)
RR
Maryland
(7/9/2026)

Exams

General Industry/Product Exam
RR
Series 6TO
Date: 7/9/2026
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/25/2026
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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