Excel Securities & Associates, Inc

Investment Advisor
in Delmar, NY

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About this Advisor

James Mcdonald is a financial advisor who works in Delmar, New York with a total of 2 years of industry experience. Mcdonald is currently employed by Excel Securities & Associates, Inc. Mcdonald has gained experience at Community Business Schools, And Local Colleges, Excel Securities & Assoicates, Inc and Hrc Investment Services, Inc. Mcdonald holds a Series 63 license, which qualifies them as a securities agent, and is registered to operate in New York. Excel Securities & Associates, Inc is a business operating out of Rochester, NY. It has offices in three locations and a total of 24 people on staff. It oversees $344 million in total assets between its 2,721 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The advisory firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually depend on the type of services provided. Fee types billed by Excel Securities & Associates, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

2 Howard Place Suite 1
Delmar, NY 12054

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Excel Securities & Associates, Inc Brokerage Details

Total Assets Under Management


NY Average: $7,464,549,021
Total Number of Employees


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

James Mcdonald Work History

James has been registered as a financial advisor for 2 years.*

2019 - Present (4 years)

Excel Securities & Assoicates, Inc

1995 - Present (28 years)

Community Business Schools, And Local Colleges

2009 - 2019 (10 years)

Hrc Investment Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of James Mcdonald to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Excel Securities & Associates,Inc

Justin Cuvelier
Rochester, NY
Ryken Ruuspakka
Endicott, NY
Robert Lee
Rochester, NY
Peter Sartori
Rochester, NY
Emil Bielecki
Endicott, NY
Mary Serbonich
Endicott, NY
Paul Kruger
Amsterdam, NY
David Prull
Rochester, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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