Institutional Securities Corporation

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
58
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
20291
Registered since
September 1, 1987

Firm profile

FINTRX

Overview

Institutional Securities Corporation is organized as a corporation and has been registered with the SEC since 1987. Ownership is recorded as a combination of a domestic entity and an individual, and the firm is categorized as "unclassified" in the available records. The firm does not present itself as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state or newly formed adviser; it is also not described as a pension consultant or a related adviser in the source data. The firm did not provide further detail about advisory or business activities in the supplied records.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Vinay Tolia

    Vinay Tolia

    CEOCRD 5238758

  • Christopher Doucet

    Christopher Doucet

    CEO and Portfolio ManagerCRD 1779104

  • Marcus McCain

    Marcus McCain

    Chief Compliance OfficerCRD 5279394

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Contacts

3 of 53
  • Larry Creed

    Larry Creed

    Registered RepresentativeCRD 2544373

  • Daniel Proulx

    Daniel Proulx

    IARCRD 2769034

  • Melissa Edwards

    Registered RepresentativeCRD 4648262

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
3500 Oak Lawn Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth