First Georgetown Securities, Inc
Firm details
- Headquarters
- Alexandria, Virginia
- CRD number
- 5871
- Registered since
- July 1, 1975
- Website
- www.firstgeorgetown.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI65%
- Individuals35%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
First Georgetown Securities, Inc. is a broker-dealer that provides portfolio management services for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and serves a client base made up of individual and family investors. It is structured as a corporation, has been SEC-registered since 1975, and is owned by an individual. The firm does not market itself as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Non-Exchange Traded Equities35%
Contacts
3 of 4Charles Harris
Financial AdvisorCRD 1005730
Mario Segreti
AssistantCRD 4270158
Robert Mann
OwnerCRD 822903
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Alexandria, VA
Alexandria City
Location
Alexandria, VA
Headquartered in Alexandria, VA, 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
- Alexandria City
- Address
- 1700 Diagonal Rd
- Time zone
- ET (UTC-5)
- Office locations
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