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 organized as a limited liability company and has been SEC-registered since 2013. The FINTRX profile lists the firm as owned by an individual and classifies it as "Unclassified," with no further breakdown of business lines or client segments. Checklist-style flags in the profile indicate the firm does not serve as a capital allocator, is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. The profile provides little additional operational detail: fields for fee structure, advisory activities, business activities and client base are blank, and the firm has not supplied information about activities or affiliations. That lack of disclosure suggests limited public-facing advisory descriptions in FINTRX rather than a defined product or service mix available for review.

Assets & Accounts

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

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Recent filings

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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