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 organized as a limited liability company and has been SEC-registered since 2005. The firm is classified as unclassified in the provided snapshot and is owned at the domestic/individual level. The record indicates the firm is not set up as a capital allocator, is not designated as a multi-state adviser, and is not listed as a related adviser. The dataset includes minimal detail about the firm’s advisory activities, client segments, or business lines. It also flags that the firm does not present itself as an active ESG investor or a pension consultant.

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
  • Brian Park

    Brian Park

    Founder & Managing DirectorCRD 6236207

  • Robert Maley

    Robert Maley

    PresidentCRD 2442794

  • Robert Bull

    FinOpCRD 1521134

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