CUDLIPP ADVISOR SERVICES, LLC
CRD #173671 SEC #801-80685 PITTSFORD, NY 585-383-6555
SEC Registered
Total AUM
$54.6M
Discretionary
$54.6M
Employees
2
Clients
0
Accounts
398
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 21, 2018
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CUDLIPP, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CUDLIPP, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CUDLIPP, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CUDLIPP, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CUDLIPP, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CUDLIPP, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CUDLIPP, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CUDLIPP, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CUDLIPP, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CUDLIPP, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CUDLIPP, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CUDLIPP, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| CUDLIPP, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Feb 21, 2018 REGISTERED
Notice Filings (2)
FL NY
Address
125 SULLY'S TRAIL, SUITE 2PITTSFORD, NY 14534
United States
Phone: 585-383-6555