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Daniel Joseph Mcclory

SUTTER CAPITAL PARTNERS
IRVINE, CA
·CRD# 1390780·41 years experience

Professional Summary

Daniel Joseph Mcclory, who also goes by Dan Mcclory, is a registered financial advisor currently at SUTTER CAPITAL PARTNERS, LLC located in Irvine, California and BOUSTEAD SECURITIES, LLC located in Irvine, California. Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Daniel has worked at 9 firms and has passed the Series 66, Series 79TO, Series 99TO, SIE, Series 7, Series 22 and...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Dan Mcclory

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

41 years in the financial services industry

Current & Past Employments

SUTTER CAPITAL PARTNERS, LLC·CRD# 312689
RIA
6 Venture Suite 395, Irvine, CA 92168
January 7, 2026 - Present
BOUSTEAD SECURITIES, LLC·CRD# 141391
BD
6 Venture Suite 395, Irvine, CA 92618
July 25, 2016 - Present
SUTTER SECURITIES INCORPORATED·CRD# 30770
BD
6 Venture Suite 395, Irvine, CA 92618
November 27, 2019 - Present
SUTTER SECURITIES CLEARING, LLC·CRD# 134742
BD
6 Venture Suite 395, Irvine, CA 92618
January 15, 2020 - Present
SUTTER CAPITAL PARTNERS, LLC·CRD# 312689
RIA
Irvine, CA
May 5, 2021 - December 31, 2025
SUTTER SECURITIES CLEARING, LLC·CRD# 134742
BD
Irvine, CA
September 18, 2017 - November 21, 2019
SUTTER CAPITAL PARTNERS, LLC·CRD# 288442
RIA
Irvine, CA
July 8, 2017 - July 21, 2021
BONWICK CAPITAL PARTNERS, LLC·CRD# 156469
BD
Los Angeles, CA
January 26, 2016 - August 1, 2016
BURNHAM SECURITIES INC.·CRD# 22549
BD
New York, NY
February 11, 2014 - February 1, 2016
HUNTER WISE SECURITIES, LLC·CRD# 104193
BD
Irvine, CA
June 4, 2004 - January 31, 2014
LINCOLN FINANCIAL DISTRIBUTORS, INC.·CRD# 145
BD
November 4, 1989 - April 16, 1991
LINCOLN FINANCIAL DISTRIBUTORS, INC.·CRD# 145
BD
August 21, 1985 - October 29, 1988

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Current Firm

SC
SUTTER CAPITAL PARTNERS, LLC

SUTTER CAPITAL PARTNERS | TESSERA CAPITAL | SUTTER CAPITAL PARTNERS, LLC

CRD#: 312689
California
Registered Investment Advisory firm - California (5/5/2021 Approved)
Connecticut
Registered Investment Advisory firm - Connecticut (11/13/2024 Terminated)
Florida
Registered Investment Advisory firm - Florida (1/30/2026 Approved)
Illinois
Registered Investment Advisory firm - Illinois (12/7/2023 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (4/1/2026 Approved)
New Jersey
Registered Investment Advisory firm - New Jersey (11/13/2024 Terminated)
New York
Registered Investment Advisory firm - New York (11/12/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

6 Venture Suite 395, Irvine, CA 92168

Phone Number

(917) 923-9649

# of Employees

3

Documents

Latest Form ADV
0

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Boustead & Company Ltd. (and Subs inc Boustead Group Ltd, Boustead & Co Ltd., Boustead Securities Ltd., Boustead Finance Ltd., Edward Boustead & Co Ltd, Boustead Asset Management Ltd., Boustead Capital Ltd., Boustead & Clarke Ltd., Boustead Investment Fund PCC, Sutter Securities Group, Inc, FlashFunders Funding Portal, LLC, Shareholder Services, LLC, Initiate Advisors, LLC, Sutter Securities Clearing, LLC; Boustead Capital Markets LLP, Sutter Securities, Inc., Sutter Capital Management, LLC), IR, Carson City, NV, Jul 16, Holding Co, Owner, Director & CFO, 1 Hr/Mo; THE BOSPHOROUS GROUP. INC, MONTEPAGANO SIM LTD., VICEROY VENTURES LTD. Currently dormant. CADOGEN & CIE LTD., CONSULTING FIRM, 26895 ALISO CREEK RD. SUITE B-336, ALISO VIEJO, CA. PRESIDENT & SECRETARY. NOT INVESTMENT RELATED. 3/06 TO PRESENT. 2 HRs PER MONTH, NONE DURING SECURITIES TRADING HOURS. BUSINESS CONSULTING. ORGANIC MINERALS (UK) LTD.. 150 Minories, LONDON, EC3N 1LS, UK. DIRECTOR. NOT INVESTMENT RELATED ENDOR ENTERPRISES LTD. 37 CARDIFF, LAGUNA NIGUEL, CA 92677, TITLE: SECRETARY/SHAREHOLDER, START DATE: 6/2011, currently dormant. PINEHURST PARTNERS LLC INVESTMENT-RELATED BUSINESS ADDRESS: 6525 GUNPARK DRIVE, SUITE 370-103, BOULDER, CO 80301 TITLE: MANAGING MEMBER START DATE: 1/2013 1HR/MONTH DUTIES: INVEST AND MANAGE ASSETS FOR PERSONAL ROTH IRA. RUNNING DEER PARTNERS LLC JULY 2014: LOCATED IN CA;OWNER, DIRECTOR; INVEST PERSONAL IRA FUNDS; ONE HOUR PER WEEK;0 COMP; The Bosphorous Group, Inc., 318 N. Carson St., Ste 208, Carson City, NV 89701, Pres, Financial Consulting & Holding Co, 10/1997, 5hrs/mo., zero during tradin hrs, investment-related, do not receive comp, manage personal inv. Montepagano SIM Ltd., 3610-2 N. Josey Lane, Suite 223, Carrollton, TX 75007, President, Financial Consulting, 10/2006, 1hr/mo., 0 during trading hrs., investment-related, no compensation, manage personal investments. Viceroy Ventures Ltd., 37 Cardiff, Laguna Niguel, CA 92677, 09/2007, Dormant. CIPHER VENTURES, LLC, IR, Carson City, NV 89701, HOLDING CO, MEMBER, NOV-17, dormant. Boustead Apex Inc; IR; Singapore; Business incubator; Co-Owner; Nov 2021; 4 hrs/mth. RoyaLand Company; IR; Boulder, CO; officer/director/co-owner; Jan 2022; 16 hr/month Boustead Apex Pte LTD 1 George Street #10-01 Singapore Feb 21, 2022, Singapore-based inv bank, investment-related business, 4 hours per month. Brera Holdings PLC, Dublin, Ireland and listed on Nasdaq ass "BREA." Exec Chairman &controlling shhldr. BREA Holdings LLC, 318 North Carson Street, Suite 208 Carson City, NV 89701. Azure Inc. (Boustead Monaco) 89 Nexus Way, Camana Bay Grand Cayman Start Date Nov 20, 2022, 5 hours per month Moris Inc. (Boustead Afribrains Mauritius) 89 Nexus Way, Camana Bay Grand Cayman Start Date Nov 20, 2022, 5 hours per month Sportcor Holdings Inc. (Australia)1 George Street, #10-01 Singapore Start Date Oct 23, 2022, Officer and Director. Currently Dormant. Boustead Ikonia Inc. 1 George Street, #10-01 Singapore/ Start Oct 23, 2022, Officer and Director Responsibilities 5 hours per m. Boustead Macrocapital, Inc. (London UK) 1 George Street, #10-01 One George Street Singapore Start Date Oct 23, 2022, Officer/Director Responsibilities 5 hours per month SELK Mediacom was Initiated on 3/27/23 in Milan Italy. Dormant. Americas Hldgs Inc. (Puerto Rico &Panama) Grand Cayman 030323 securities company holding co. Dir Game Above, (Advisory Board Member for charitable foundation) United States, No IR, 16hrs/months Calculated Risk, LLC / 318 N. Carson St. Ste 208, Carson City, NV 89701 / Investment related/Fund manager/Founder/start June 4, 2025 1 hour per week Calculated is manager of Tactical Growth Fd which engaged Sutter as PA Tactical Growth Fd, LLC / 318 N. Carson St. Ste 208, Carson City, NV 89701 / Inv related / Fund manager / Founder / start June 4, 2025 / 1 hour per week / Tactical is a Series LLC BTC Max Mgmt and BTC Max LLC/318 N. Carson Ste 208, Carson Cty / Inv rel / Founder/member 1 hr week

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(7/25/2016)
RR
Connecticut
(6/11/2021)
RR
Florida
(2/1/2021)
RR
Indiana
(10/25/2021)
RR
Michigan
(10/11/2021)
RR
New York
(3/17/2020)
RR
North Carolina
(10/6/2021)
RR
Puerto Rico
(1/1/2024)
RR
Texas
(4/21/2021)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2004About the Series 66 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2004About the Series 7 exam

Series 22 — Direct Participation Programs Representative Examination

Passed Oct 1985About the Series 22 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 1985About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Daniel Joseph Mcclory's CRS (Customer Relationship Summary).

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