INSTITUTIONAL SECURITIES CORPORATION

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
57
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 SEC-registered since 1987. The FINTRX snapshot lists the owner type as a domestic entity and individual; the firm's regulatory classification is recorded as unclassified. The profile indicates the firm does not operate as a capital allocator, is not identified as an active ESG investor, and is not labeled a pension consultant or related adviser. Specific details such as the firm's client segments, fee schedule, stated business activities and advisory services are not included in the available dataset.

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 4
  • VINAY TOLIA

    CEOCRD 5238758

  • CHRISTOPHER DOUCET

    CEO and Portfolio ManagerCRD 1779104

  • SOTIRIOS PAPPAS

    CEO and Portfolio ManagerCRD 3203303

Unlock 1 more executives

Contacts

3 of 53
  • Larry Creed

    Registered RepresentativeCRD 2544373

  • DANIEL PROULX

    IARCRD 2769034

  • MELISSA EDWARDS

    Registered RepresentativeCRD 4648262

Unlock 50 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth