DM
Daniel J. Mcclory
SUTTER CAPITAL PARTNERS
Irvine, CA 92168
Some features on this profile are disabled
CRD#: 1390780
DM
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 Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dan Mcclory
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
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Joseph Mcclory's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 5, 2021 - Present
SUTTER CAPITAL PARTNERS, LLC
Office #1: 6 Venture Suite 395, Irvine, CA 92168RIA
CRD#: 312689
Irvine, CA
Current
July 25, 2016 - Present
BOUSTEAD SECURITIES, LLC
Office #1: 6 Venture Suite 395, Irvine, CA 92618BD
CRD#: 141391
Irvine, CA
Current
November 27, 2019 - Present
SUTTER SECURITIES INCORPORATED
Office #1: 6 Venture Suite 395, Irvine, CA 92618BD
CRD#: 30770
Irvine, CA
Current
January 15, 2020 - Present
SUTTER SECURITIES CLEARING, LLC
Office #1: 6 Venture Suite 395, Irvine, CA 92618BD
CRD#: 134742
Irvine, CA
Past
September 18, 2017 - November 21, 2019
SUTTER SECURITIES CLEARING, LLC
BD
CRD#: 134742
IRVINE, CA
Past
July 8, 2017 - July 21, 2021
SUTTER CAPITAL PARTNERS, LLC
RIA
CRD#: 288442
IRVINE, CA
Past
January 26, 2016 - August 1, 2016
BONWICK CAPITAL PARTNERS, LLC
BD
CRD#: 156469
LOS ANGELES, CA
Past
February 11, 2014 - February 1, 2016
BURNHAM SECURITIES INC.
BD
CRD#: 22549
NEW YORK, NY
Past
June 4, 2004 - January 31, 2014
HUNTER WISE SECURITIES, LLC
BD
CRD#: 104193
IRVINE, CA
Past
November 4, 1989 - April 16, 1991
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
Past
August 21, 1985 - October 29, 1988
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(4/22/2021)
RR
California(7/25/2016)
IAR
California(5/5/2021)
RR
Connecticut(2/22/2017)
RR
Florida(2/1/2021)
RR
Indiana(10/25/2021)
RR
Michigan(10/11/2021)
RR
New Jersey(5/17/2019)
RR
New York(7/25/2016)
RR
North Carolina(10/6/2021)
RR
Puerto Rico(1/1/2024)
RR
Rhode Island(4/21/2021)
RR
Texas(4/21/2021)
RR
Wyoming(4/19/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SC
SUTTER CAPITAL PARTNERS, LLC
SUTTER CAPITAL PARTNERS | TESSERA CAPITAL | SUTTER CAPITAL PARTNERS, LLC
CRD#: 312689 / SEC#:
California
Registered Investment Advisory firm - (5/5/2021 Approved)Connecticut
Registered Investment Advisory firm - (11/13/2024 Terminated)Illinois
Registered Investment Advisory firm - (12/7/2023 Terminated)New Jersey
Registered Investment Advisory firm - (11/13/2024 Terminated)New York
Registered Investment Advisory firm - (11/12/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6 Venture Suite 395, Irvine, CA 92168
Mailing Address
Phone number
(917) 923-9649
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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.
