First Craft Securities, LLC
Firm details
- Headquarters
- St Michaels, Maryland
- CRD number
- 159680
- Registered since
- February 21, 2013
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Daniel Conway
Managing PartnerCRD 4870523

Brian Nelson
Vice PresidentCRD 5019761
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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