INSTITUTIONAL SECURITIES CORPORATION
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 20291
- Registered since
- September 1, 1987
- Website
- www.iscgroup.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4VINAY TOLIA
CEOCRD 5238758
CHRISTOPHER DOUCET
CEO and Portfolio ManagerCRD 1779104
SOTIRIOS PAPPAS
CEO and Portfolio ManagerCRD 3203303
Contacts
3 of 53Larry Creed
Registered RepresentativeCRD 2544373
DANIEL PROULX
IARCRD 2769034
MELISSA EDWARDS
Registered RepresentativeCRD 4648262
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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