Daniel McClory, financial advisor Irvine CA

Daniel McClory

CRD Number: 1390780
Current Firm: Sutter Capital Partners, LLC

Daniel McClory (CRD# 1390780) is an Investment Advisor Representative working at Sutter Capital Partners, LLC in Irvine, CA and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Sutter Securities Clearing, LLC Irvine, CA Jan 2020 - Current 4
Sutter Securities, Inc. San Francisco, CA Sep 2019 - Current 4
Boustead Capital Markets, LLP London, Sep 2019 - Current 4
Cipher Ventures, LLC Carson City, NV Nov 2017 - Current 6
Boustead & Company Limited Carson City, NV Jul 2016 - Current 7
Boustead Securities, LLC Irvine, CA Jul 2016 - Current 7
Running Deer Partners LLC Laguna Niguel, CA Jul 2014 - Current 9
Vilfredo Pareto & Cie Ltd. Providenciales, Oct 2013 - Current 10
Pinehurst Partners LLC Boulder, CO Jan 2013 - Current 11
Endor Enterprises Ltd. Laguna Niguel, CA Nov 2010 - Current 13
Organic Minerals (uk) Ltd. London, Oct 2007 - Current 16
Viceroy Ventures Ltd. Laguna Niguel, CA Sep 2007 - Current 16
Montepagano Sim Ltd. Carrollton, TX Oct 2006 - Current 17
Cadogen & Cie Limited Aliso Viejo, CA Mar 2006 - Current 18
The Bosphorous Group, Inc. Carson City, NV Oct 1997 - Current 26
Sutter Securities Clearing, LLC Irvine, CA Sep 2017 - Nov 2019 2
Melbanca Finanziario Ltd. Hong Kong, Oct 2011 - Nov 2018 7
Bonwick Capital Partners, LLC Los Angeles, CA Jan 2016 - Jul 2016 < 1
Fondinvest Capital SAS Paris, May 2015 - May 2016 1
Newline Trading Ltd. Middlesex, Aug 2014 - Feb 2016 1
Burnham Securities Inc. Irvine, CA Feb 2014 - Feb 2016 2
Jinfeng Agriculture Holdings Ltd. Hong Kong, Oct 2011 - Jan 2015 3
Hybristic Equity Partners Limited St. Paul, MN Mar 2007 - Dec 2014 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Daniel J. McClory
Phone Number: 917 923-9649
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CT, NJ, NY

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