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Michael Joseph Cudlipp

CUDLIPP ADVISOR SERVICES, LLC·PITTSFORD, New York
BrokerInvestment Adviser3 FINRA RegistrationsLicensed in 27 states
Unclaimed Profile
125 SULLY'S TRAIL, SUITE 2, PITTSFORD, NY 14534CRD# 4745636Firm CRD# 173671
01

About

Michael Joseph Cudlipp is a registered financial advisor based in PITTSFORD, New York, affiliated with CUDLIPP ADVISOR SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CUDLIPP ADVISOR SERVICES, LLC
CUDLIPP ADVISOR SERVICES, LLC
AUM
$55M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CUDLIPP ADVISOR SERVICES, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4745636
Firm CRD# 173671
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Joseph Cudlipp offer?
Michael Joseph Cudlipp specializes in Investment Management, Fee-Only Advisory. Contact their office in PITTSFORD, New York for a consultation.
What are Michael Joseph Cudlipp's credentials?
Michael Joseph Cudlipp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Joseph Cudlipp located?
Michael Joseph Cudlipp is based in PITTSFORD, New York, working with CUDLIPP ADVISOR SERVICES, LLC. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.
How does Michael Joseph Cudlipp charge for services?
Michael Joseph Cudlipp's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CUDLIPP ADVISOR SERVICES, LLC?
CUDLIPP ADVISOR SERVICES, LLC has approximately 2 employees and manages $55M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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