First Georgetown Securities, Inc
Firm details
- Headquarters
- Alexandria, Virginia
- CRD number
- 5871
- Registered since
- August 5, 2026
- 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. operates as a broker-dealer that also provides portfolio management for individuals and small businesses. The firm is individually owned and reports a fee model based on a percentage of assets under management. Its client base is concentrated on individuals and families rather than institutional investors. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Regulatory information in the snapshot lists an SEC registration year of 2026 and classifies the firm as a qualified custodian.
Assets & Accounts
Public Holdings
Investments & Alternatives
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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