Sutter Securities Clearing, LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Irvine, California
CRD number
134742
Registered since
August 23, 2005

Firm profile

FINTRX

Overview

Sutter Securities Clearing, LLC is a limited liability company that has been registered with the SEC since 2005. The firm is identified in the data as owned by a domestic entity and an individual and is classified as unclassified in the snapshot. The dataset records that the firm is not a capital allocator, does not position itself as an active ESG investor, and is not designated as a multistate or newly formed adviser. It is also not listed as a pension consultant or a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Daniel Mcclory

    Daniel Mcclory

    CEOCRD 1390780

  • Robert Bull

    CFOCRD 1521134

Contacts

2 of 2
  • Robert Maley

    Robert Maley

    PresidentCRD 2442794

  • Brian Park

    Brian Park

    Founder & Managing DirectorCRD 6236207

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
6 Venture
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth