Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McClory is a financial advisor with Sutter Capital Partners, LLC. Daniel has been in the financial industry since 1999 and has experience with a variety of firms, including Burnham Securities Inc., Bonwick Capital Partners, LLC, and Hunter Wise Securities, LLC. He is registered with the state of California and is a Series 66, Series 7, Series 22, and Series 6 licensed professional. Daniel has experience providing financial planning, investment management, and third-party marketing services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Third party marketing, municipal advisors
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
% of management fees earned by manager clients
1
2
CA
01/01/2025 - Present
Sutter Capital Partners, LLC (IRVINE CA)
CA
09/18/2017 - 11/21/2019
SUTTER SECURITIES CLEARING, LLC (IRVINE CA)
CA
01/26/2016 - 08/01/2016
BONWICK CAPITAL PARTNERS, LLC (LOS ANGELES CA)
NY
02/11/2014 - 02/01/2016
BURNHAM SECURITIES INC. (NEW YORK NY)
CA
06/04/2004 - 01/31/2014
HUNTER WISE SECURITIES, LLC (IRVINE CA)
NA
11/04/1989 - 04/16/1991
CIGNA SECURITIES, INC.
NA
08/21/1985 - 10/29/1988
CIGNA SECURITIES, INC.
BOTH
Issued 08/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/20/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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