Sutter Securities Clearing, LLC

Broker-DealerFINRA Member
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 lists ownership that includes a domestic entity and an individual. The firm’s public profile is minimal: its internal classification is unclassified and the available data does not describe advisory activities, fee schedules, or core business lines. It identifies itself as not serving as a capital allocator and does not report engagement as an active ESG investor. The firm also does not present as a multi-state adviser, a pension consultant, or a related adviser to another registered advisory entity. Beyond those discrete attributes, there is little detail about client types, investment strategy, or service offerings in the disclosures provided.

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth