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.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
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 |
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- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
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CA, CT, NJ, NY
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