Daniel Wright Sisson
Professional Summary
Daniel Wright Sisson was a registered financial advisor. Daniel was a previously registered financial professional and started their career in finance 1969 - 1999. Daniel had worked at 6 firms and has passed the Series 63, Series 7, Series 1, Series 4 and Series 24 exams.
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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Videos & Posts
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Contact Information
No current employment
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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.
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Years of Experience
70 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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed May 1956Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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