Toyota Financial Services Securities USA Corporation

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Plano, Texas
CRD number
135978
Registered since
November 10, 2005

Firm profile

FINTRX

Overview

Toyota Financial Services Securities USA Corporation is organized as a corporation and has been registered with the SEC since 2005. The FINTRX entry classifies the firm as "Unclassified" and identifies its ownership as a combination of a domestic entity and individual ownership. The record flags the firm as not being a capital allocator and indicates it is not an active ESG investor. Additional operational attributes in the profile note that the adviser is not multi-state, not newly formed, not a pension consultant, and not listed as a related adviser. The firm did not provide further detail on client segments, fee arrangements, or the scope of advisory activities in the available record.

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 3
  • Tellis Bethel

    Chairman & CEOCRD 8218811

  • Andrea Evancho

    Chief Compliance OfficerCRD 2393530

  • Scott Douglas Cooke

    President, Chief Executive OfficerCRD 7267016

Contacts

3 of 6
  • Nicholas Ro

    Nicholas Ro

    PresidentCRD 2285161

  • Clark Tucker

    Clark Tucker

    Managing DirectorCRD 1977842

  • Stephen John Bishop

    TreasurerCRD 7481282

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Plano, TX

Collin

Location

Plano, TX

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

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
6565 Headquarters Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth