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 a privately held limited liability company that has been SEC-registered since 2013 and is owned by an individual. FINTRX lists the firm as "Unclassified" and the public record for the firm is sparse: there is no granular disclosure in the snapshot about its client segments, fee schedules, or the specific advisory services it provides. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also recorded as not being a multi-state adviser, not newly formed, and not listed as a pension consultant or related adviser.

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

    Daniel Conway

    Managing PartnerCRD 4870523

  • Brian Nelson

    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