Unclaimed Profile

Michael Joseph Cudlipp

CUDLIPP ADVISOR SERVICES, LLC·PITTSFORD, New York

SIE, Series 6, Series 7, Series 24, Series 31, Series 63, Series 65Clean record9 years registeredCUDLIPP ADVISOR SERVICES, LLC

125 SULLY'S TRAIL, SUITE 2, PITTSFORD, NY 14534CRD# 4745636Firm CRD# 173671

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Joseph Cudlipp · PITTSFORD, NY

Registration

CRD #4745636 · CUDLIPP ADVISOR SERVICES, LLC · 9 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Sep 2023 – present

SAGEPOINT FINANCIAL, INC.

Nov 2018 – Sep 2023

PITTSFORD, NY

CUDLIPP ADVISOR SERVICES, LLC

Sep 2016 – Apr 2019

PITTSFORD, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · September 9, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CUDLIPP ADVISOR SERVICES, LLC

CRD 173671 · SEC 801-80685

AUM

$55M

Regulatory assets under management

Employees

398 client accounts

Services offered by CUDLIPP ADVISOR SERVICES, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CUDLIPP ADVISOR SERVICES, LLC →

Introduction

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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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