Institutional Securities Corporation

Broker-DealerFINRA MemberEst. 1987
Total AUM
—
Advisory reps
62
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 is listed as an SEC-registered firm since 1987. Ownership is recorded as a mix of a domestic entity and an individual. The dataset classifies the firm as "unclassified" and does not identify it as a capital allocator. Several operational attributes are flagged negatively or left blank in the available record: the firm is not marked as an active ESG investor, is not designated as a multi-state adviser, and is not identified as a pension consultant or related adviser. The publicly provided snapshot does not include descriptions of the firm's advisory services, fee schedule, target client segments, or core business activities.

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
  • Sotirios Pappas

    Sotirios Pappas

    CEO and Portfolio ManagerCRD 3203303

  • Christopher Doucet

    Christopher Doucet

    CEO and Portfolio ManagerCRD 1779104

  • Scott Hayes

    Scott Hayes

    President, CEOCRD 2375916

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Contacts

3 of 57
  • Paulina Kashirsky

    Paulina Kashirsky

    Registered RepresentativeCRD 5190540

  • Rebecca Purvis

    Director of Client RelationsCRD 5361951

  • Derrill Brantley

    Derrill Brantley

    Investment Advisor RepresentativeCRD 4491188

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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