FIRST CRAFT SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
ST MICHAELS, Maryland
CRD number
159680
Registered since
February 21, 2013

Firm profile

FINTRX

Overview

First Craft Securities, LLC is listed as a limited liability company that registered with the SEC in 2013. FINTRX classifies the firm as unclassified and records the owner type as individual. The profile on file flags the firm as not being a capital allocator and notes it does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The submission to FINTRX contains minimal operational detail: there is no populated description of advisory activities, business lines, fee structure, or client segments. That absence suggests the firm either does not operate as a traditional SEC-registered investment adviser in the market segments captured by FINTRX or has not provided profile information to the data provider.

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

Contacts

2 of 2
  • DANIEL CONWAY

    Managing PartnerCRD 4870523

  • Brian Nelson

    Vice PresidentCRD 5019761

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ST MICHAELS, MD

TALBOT

Location

ST MICHAELS, MD

Headquartered in ST MICHAELS, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
TALBOT
Address
202 Mulberry St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth