Daniel S. Messeca

CRAFTWORK CAPITAL LLC

Pikesville, MD

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CRD#: 5848730

Professional summary

Daniel Saul Messeca, CFP® is a registered financial advisor currently at CRAFTWORK CAPITAL LLC located in Pikesville, Maryland.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Daniel has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Business Name: Blue Crab Brewing Company, Inc.; Investment Related: No; Business Address: 8251 Telegraph Rd, Suite D, Odenton MD 21113; Nature of Other Business: Manufacturing; Position/Title: Co-Founder / Director of Finance; Start Date: 8/1/2015; Approximate # of hours/month: 8; Approximate # of hours/month during securities trading hours: 0; Duties: Strategic Planning, Financial Tracking

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Saul Messeca's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

January 14, 2021 - Present

CRAFTWORK CAPITAL LLC

RIA

CRD#: 311626

Pikesville, MD

Past

December 2, 2014 - January 5, 2021

MOTLEY FOOL WEALTH MANAGEMENT, LLC

RIA

CRD#: 165689

ALEXANDRIA, VA

Past

October 31, 2013 - December 4, 2014

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

BETHESDA, MD

Past

September 25, 2013 - December 4, 2014

NYLIFE SECURITIES LLC

CRD#: 5167

BETHESDA, MD

Past

June 11, 2012 - September 10, 2013

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

ROCKVILLE, MD

Past

June 11, 2012 - September 10, 2013

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

ROCKVILLE, MD

Past

January 5, 2011 - June 12, 2012

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

ROCKVILLE, MD

Past

December 1, 2010 - June 12, 2012

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ROCKVILLE, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(5/10/2022)

IAR

Florida
(2/7/2024)

IAR

Illinois
(5/11/2023)

IAR

Maryland
(1/14/2021)

IAR

New York
(6/12/2023)

IAR

North Carolina
(4/11/2023)

IAR

Pennsylvania
(1/2/2024)

IAR

Texas
(5/15/2021)

IAR

Virginia
(1/14/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/22/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/4/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/30/2010

General Securities Representative Examination

Current Firm

CRAFTWORK CAPITAL LLC

CRD#: 311626 / SEC#:

California

Registered Investment Advisory firm - (5/10/2022 Approved)

District of Columbia

Registered Investment Advisory firm - (11/29/2021 Approved)

Florida

Registered Investment Advisory firm - (2/7/2024 Approved)

Illinois

Registered Investment Advisory firm - (5/11/2023 Approved)

Maryland

Registered Investment Advisory firm - (1/14/2021 Approved)

New York

Registered Investment Advisory firm - (6/12/2023 Approved)

North Carolina

Registered Investment Advisory firm - (4/11/2023 Approved)

Pennsylvania

Registered Investment Advisory firm - (1/2/2024 Approved)

Texas

Registered Investment Advisory firm - (5/5/2021 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (1/11/2021 Approved)

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Contact information

Main Address

201 N. Union St Suite 110, Alexandria, VA 22314

Mailing Address

Phone number

(703) 596-5575

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	403
AUM (Assets Under Management)	$ 85,498,427

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Daniel S. Messeca

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Saul Messeca's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRAFTWORK CAPITAL LLC

MOTLEY FOOL WEALTH MANAGEMENT, LLC

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/22/2010

SIE

Date: 12/4/2014

Series 7

Date: 11/30/2010

Current Firm

CRAFTWORK CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CRAFTWORK CAPITAL LLC

TRUST BUT VERIFY

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