Christopher Patrick Mcclowry

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2018 → 07/2019
  Hilltop Securities Inc
  Dallas, TX
• 07/2019 → Present
  D.A. Davidson & Co.
  Boca Raton, FL
• 08/2011 → 04/2018
  William Blair & Company
  Chicago, IL

Previous Registrations

• 2018-04-27 → 2019-07-25
  Hilltop Securities Inc.
  Chicago, IL
• 2011-08-10 → 2018-05-04
  William Blair
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2009-06-01 → 2010-08-13
  Morgan Stanley
  New York, NY
  Chicago, IL
• 2007-12-11 → 2009-06-01
  Morgan Stanley & Co. Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2007-12-10

Other Names

• Christopher Mcclowry