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 registered as a limited liability company and has been SEC-registered since 2005. The snapshot classifies ownership as a mix of a domestic entity and an individual. The firm is listed as “Unclassified” in the dataset and the profile indicates it is not a capital allocator. It is also identified as not being a multi-state adviser, not newly formed, and not a pension consultant or related adviser. The firm did not supply descriptions of its advisory activities, client segments, or specific business lines in the source data.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Daniel Mcclory

    Daniel Mcclory

    CEOCRD 1390780

Contacts

3 of 3
  • Robert Maley

    Robert Maley

    PresidentCRD 2442794

  • Robert Bull

    FinOpCRD 1521134

  • 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth