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 is registered with the SEC since 2013. Ownership is held by an individual; the firm is categorized as unclassified in the available records. Public disclosures are sparse: the firm does not identify itself as a capital allocator, does not report being an active ESG investor, and is not flagged as a multi-state adviser, pension consultant, or related adviser. Fee schedules, advisory activities and broader business lines are not described in the information provided.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Contacts

2 of 2

Daniel Conway
Managing PartnerCRD 4870523
Brian Nelson
Vice PresidentCRD 5019761

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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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