Daniel Messeca, financial advisor Severn MD

Daniel Messeca

CRD Number: 5848730
Current Firm: Craftwork Capital LLC

Daniel Messeca (CRD# 5848730) is an Investment Advisor Representative working at Craftwork Capital LLC in Severn, MD and has over 13 years of experience in the finance industry. Daniel Messeca has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Craftwork Capital LLC Fairfax, VA Sep 2020 - Current 3
Blue Crab Brewing Company, Inc. Dba Crooked Crab Brewing Company Odenton, MD Aug 2015 - Current 8
Motley Fool Wealth Management, LLC Alexandria, VA Dec 2014 - Dec 2020 6
Eagle Strategies LLC Bethesda, MD Oct 2013 - Nov 2014 1
Nylife Securities LLC Bethesda, MD Sep 2013 - Nov 2014 1
New York Life Insurance Bethesda, MD Aug 2013 - Nov 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Daniel S. Messeca
Phone Number: (703) 596-5575
Registered State(s):
  • CA
  • FL
  • IL
  • MD
  • NY
  • NC
  • PA
  • TX
  • VA
Current Firm Details
Craftwork Capital LLC
Firm's CRD Number: 311626
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $191,726
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, DC, FL, IL, MD, NC, NY, PA, TX, VA

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