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 SEC-registered since 1987. Public disclosures classify the firm as unclassified and list its ownership as a domestic entity and individual. Available metadata indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor. Other advisory details such as client mix, fee schedules, and specific advisory or business activities were not provided in the source data.

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