Sutter Securities Incorporated

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
34
Avg account
$0

Firm details

Headquarters
Irvine, California
CRD number
30770
Registered since
September 15, 1992

Firm profile

FINTRX

Overview

Sutter Securities Incorporated is organized as a corporation that operates in the investment-banking space. Ownership is a combination of a domestic entity and an individual. The firm does not present itself as a capital allocator and is not listed as an active ESG investor. Available records do not describe advisory, fee, or client-segmentation practices; the profile in FINTRX frames Sutter Securities more as a corporate broker-dealer / investment bank than as an asset-management boutique.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Daniel Mcclory

    Daniel Mcclory

    CEOCRD 1390780

  • Robert Bull

    CFOCRD 1521134

  • Lincoln Smith

    Lincoln Smith

    CEOCRD 2501422

Contacts

3 of 31
  • Robert Maley

    Robert Maley

    PresidentCRD 2442794

  • Nehru Chomatil

    Nehru Chomatil

    Head TraderCRD 2342004

  • Gilbert Matthews

    Gilbert Matthews

    Senior Managing DirectorCRD 323120

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
6 Venture
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth