Joseph Mcclure

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

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

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Summit	NJ	07/2021	04/2022
Merrill Lynch	Short Hills	NJ	06/2020	08/2020
Simon Quick Advisors	Morristown	NJ	02/2020	05/2020
Chase Bank	Livingston	NJ	07/2019	09/2019
Abc Tent Company	Westport	MA	05/2018	08/2018
Handy Hill Creamery	Westport	MA	05/2015	08/2017
Fairleigh Dickinson University	Florham Park	NJ	08/2017	05/2021
General Nutrition	New York	NY	01/2019	01/2019
Bank Of America, N.A.	Summit	NJ	12/2021	04/2022
Fidelity Investments	Covington	KY	04/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2021 → 04/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Summit, NJ
06/2020 → 08/2020

Merrill Lynch

Short Hills, NJ
02/2020 → 05/2020

Simon Quick Advisors

Morristown, NJ
07/2019 → 09/2019

Chase Bank

Livingston, NJ
05/2018 → 08/2018

Abc Tent Company

Westport, MA
05/2015 → 08/2017

Handy Hill Creamery

Westport, MA
08/2017 → 05/2021

Fairleigh Dickinson University

Florham Park, NJ
01/2019 → 01/2019

General Nutrition

New York, NY
12/2021 → 04/2022

Bank Of America, N.A.

Summit, NJ
04/2022 → Present

Fidelity Investments

Covington, KY
03/2025 → Present

Fidelity Investments

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-08