Role at Canterbury Consulting
- Title on Schedule A
- Founding Director
- Control
- Donald Cluck is a control person of Canterbury Consulting.
- Ownership
- The filed direct ownership band is 10% to 25%.
- Tenure
- Donald Cluck has held the filed role since January 2026.
The firm
Form ADV filed 4 May 2026
Career on record
Donald Cluck has been registered through Canterbury Consulting since July 1997.
- – present · 29 yearsNewport Beach, CA · Adviser representative · Firm CRD 22875
- Passed Series 24 · 1988
- Passed Series 3 · 1982
- Passed Series 63 · 1980
- Passed Series 7 · 1979
Registrations and exams
Donald Cluck has a current investment-adviser registration in California and has passed 4 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 8 July 1997 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 20 May 1980 |
| Series 24 | General Securities Principal Examination | 12 September 1988 |
| Series 3 | National Commodity Futures Examination | 8 September 1982 |
| Series 7 | General Securities Representative Examination | 17 March 1979 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Donald Robinson Cluck
- CRD
- 863902
- Registration status
- Investment adviser registration
- Office
- 610 NEWPORT CENTER DRIVE, SUITE 500, Newport Beach, CA 92660-6404
- Firm bio
- canterburyconsulting.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Canterbury identifies D. Robinson Cluck as a co-founder, board member and shareholder. Canterbury Consulting official team page
Education
- He earned a BA in economics from the University of California, Irvine, and an MBA from Pepperdine University.Canterbury Consulting official team page
Common questions
Where does Donald Cluck work?
Donald Cluck has been Founding Director of Canterbury Consulting Incorporated since January 2026, and is a control person of the firm.
Is Donald Cluck a financial advisor?
Yes. Donald Cluck has a current investment-adviser registration in California, through Canterbury Consulting since July 1997, as of 17 October 2026.
How many years of experience does Donald Cluck have?
Donald Cluck has worked in the financial industry for 29 years as of 17 October 2026, counted from 7 July 1997, across 1 adviser firm.
What exams has Donald Cluck passed?
Donald Cluck has passed 4 licensing exams: the Series 7, Series 63, Series 3 and Series 24. The earliest, the Series 7, was passed in March 1979.
Where is Donald Cluck based?
Donald Cluck’s registered office is in Newport Beach, CA.
Leadership at Canterbury Consulting
Jason LeveyChief Executive Officer
Debashis ChowdhuryPresident
Poorvi ParekhChief Compliance Officer (cco)
Jerry Dale III MontgomeryManaging Director
Nolan WoodManaging Director
Michael LavenChairman