First Craft Securities, LLC

Broker-DealerFINRA Member
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 organized as a limited liability company and is owned by an individual. The firm is classified as unclassified in the dataset. Reported firm-level flags indicate it does not act as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not positioned as a pension consultant or a 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