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Nickolas A

Series 63, Series 65

Delray Beach, FL

Sutter Capital Partners, LLC

Nickolas Alleva is a financial advisor with Sutter Capital Partners, LLC in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at New York Life for nine years before joining Sutter Securities and Sutter Capital Partners. Sutter Capital Partners provides investment management and advisory services and operates a sales-and-marketing practice representing third-party investment managers. The firm focuses on manager selection and due diligence, offering mostly non-discretionary investment advisory services along with financial planning and consulting.

Wealth management Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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Daniel M

ChFC®, Series 66

Irvine, CA

Sutter Capital Partners, LLC

Daniel Mcclory is a ChFC® credentialed financial advisor with 26 years of industry experience, affiliated with Sutter Capital Partners, LLC in Irvine, CA. He has held roles at multiple firms, including Boustead Capital Markets, LLP and Sutter Securities Clearing, LLC. Outside of advisory work, Mcclory serves as President and Secretary of Cadogen & Cie Limited, a business consulting firm, and is involved in various other business ventures internationally. Sutter Capital Partners offers investment management and advisory services and operates a sales-and-marketing practice representing third-party investment managers. The firm focuses on manager selection and due diligence, generally providing non-discretionary advisory services, and supports consultant and intermediary relationships without maintaining investor accounts for those managers.

Wealth management Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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Christopher N

Series 63, Series 65

Tampa, FL

Sutter Capital Partners, LLC

Christopher Norton is a financial advisor at Sutter Capital Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at I-Bankers Direct LLC and Aegis Capital Corp. Sutter Capital Partners provides investment management and advisory services and operates a sales-and-marketing practice representing third-party investment managers. The firm focuses on manager selection and due diligence, offers financial planning and consulting on an as-needed basis, and conducts primarily non-discretionary investment advisory work.

Wealth management Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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Thomas F

Series 63, Series 65

Irvine, CA

Sutter Capital Partners, LLC

Thomas Friedberg is a financial advisor at Sutter Capital Partners, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several affiliated firms, including Boustead Securities, LLC and Mineral King Partners, where he is the sole owner providing business consulting. Outside of his advisory roles, Friedberg provides non-investment related support to a disabled friend through In Home Supportive Services in Marin County. Sutter Capital Partners offers investment advisory, consulting, and sales-and-marketing services primarily to pooled vehicles, institutional and corporate clients, and third-party investment managers. The firm focuses on fundamental analysis, periodic account reviews, and employs sub-advisors for specialized strategies, while also providing manager due diligence and marketing support.

Wealth management Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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