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 registered with the SEC (registration active since 2005) and is organized as a corporation. FINTRX classifies the entity as “unclassified.” The profile indicates domestic ownership (a domestic entity and an individual listed) and a limited public footprint: it is not identified as a capital allocator, is not flagged as an active ESG investor, is not a multistate adviser, and is not recorded as a pension consultant or related adviser. The available disclosures do not describe advisory activities, fee schedules, business lines, or client segments. That lack of detail, combined with the other flags, suggests the firm does not operate like a conventional independent registered investment adviser that reports client-facing assets and account activity.

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

    PresidentCRD 2285161

  • 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