AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
TR

Thomas P. Russo

INSTITUTIONAL SECURITIES
Cortlandt, NY
Some features on this profile are disabled
CRD#: 2537640
TR

Professional summary


Thomas Philip Russo, who also goes by Thomas Phillip Russo, Tom Russo, is a registered financial professional currently at INSTITUTIONAL SECURITIES CORPORATION located in Cortlandt, New York.

Thomas is registered as a RR (Registered Representative) and started their career in finance in 1994. Thomas has worked at 6 firms and has passed the Series 63, Series 52TO, Series 99TO, Series 57TO, SIE, Series 55, Series 7, Series 24 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas Phillip Russo | Tom Russo

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Thomas Philip Russo's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 30, 2015 - Present

INSTITUTIONAL SECURITIES CORPORATION

BD
CRD#: 20291
Cortlandt, NY
Past

January 8, 2008 - April 14, 2015

RIDGEWAY & CONGER, INC.

BD
CRD#: 113055
CORTLANDT MANOR, NY
Past

September 29, 2004 - December 31, 2007

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
NEW YORK, NY
Past

November 5, 2001 - September 29, 2004

BISHOP, ROSEN & CO., INC.

BD
CRD#: 1248
NEW YORK, NY
Past

August 20, 1996 - November 5, 2001

CROWN FINANCIAL GROUP, INC.

BD
CRD#: 540
JERSEY CITY, NJ
Past

September 30, 1994 - September 11, 1996

WEINER ABRAMS & COMPANY, INC.

BD
CRD#: 31085
ENGLEWOOD CLIFFS, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(8/29/2025)
RR
Connecticut
(3/30/2015)
RR
Florida
(10/13/2016)
RR
New Jersey
(3/30/2015)
RR
New York
(3/30/2015)
RR
North Carolina
(6/20/2017)
RR
Oregon
(9/30/2021)
RR
Texas
(3/30/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 11/18/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/6/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


IS
INSTITUTIONAL SECURITIES CORPORATION
INSTITUTIONAL SECURITIES CORPORATION | ISC GROUP, INC.

CRD#: 20291 / SEC#: 801-36967, 8-38158

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
3500 Oak Lawn Ave Suite 400, Dallas, TX 75219
Mailing Address
3500 Oak Lawn Ave Suite 400, Dallas, TX 75219
Phone number
(214) 520-1115
Established
Texas since 06/24/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
ISC GROUP, INC.OWNS APPLICANT
HAYES, SCOTT ALLENPRESIDENT2375916
NEIDLINGER, CHRISTOPHER WADECHIEF COMPLIANCE OFFICER2963179
STERLING, DONALD WILLIAMFINANCIAL OPERATIONS PRINCIPAL1192425

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INSTITUTIONAL SECURITIES CORPORATION

CRD#: 20291Cortlandt, NY

TRUST BUT VERIFY

Monitor Thomas Russo

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics