David Granville Mcclurg
Professional Summary
David Granville Mcclurg is a registered financial advisor currently at MCCLURG CAPITAL CORPORATION located in San Rafael, California. David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1974. David has worked at 6 firms and has passed the Series 63, Series 52TO, Series 7TO, Series 99TO, SIE, Series 5, Series 000, Series 1, Series 14, Series 53, Series 4, Series 24 and Series 12...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Years of Experience
52 years in the financial services industry
Current & Past Employments
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Current Firm
MCCLRUG CAPITAL CORPORATION | SMITH BELLINGHAM SECURITIES CORPORATION | MCCLURG CAPITAL CORPORATION
Contact Information
Main Address
950 Northgate Drive-suite 301, San Rafael, CA 94903-3436Mailing Address
950 Northgate Drive, Suite 301, San Rafael, CA 94903Phone Number
(415) 472-1445Established
California since 06/25/1985Firm Type
CorporationFiscal Year End
SeptemberFirm Size
Small# of Employees
6FINRA licenses (10 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
112AUM (Assets Under Management)
$92,881,550Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(7/29/2025)
(12/13/1985)
(7/8/1997)
(9/26/1989)
(9/15/2024)
(2/13/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSeries 5 — Interest Rate Options Examination
Passed Oct 1981Series 000 — General Securities Principal Examination
Passed Jan 1974Series 1 — Registered Representative Examination
Passed Jan 1974Series 12 — NYSE Branch Manager Examination
Passed Jul 1977SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view David Granville Mcclurg's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view David Granville Mcclurg's CRS (Customer Relationship Summary).
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