Be advised. This firm is no longer registered.

Cudlipp Advisor Services, LLC

Cudlipp Advisor Services, LLC (CRD# 173671) is a financial advisory firm headquartered in Pittsford, NY. They manage $54,613,738 in 398 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    398
    ACCOUNTS
  • Average Account Value
    $137,220
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Cudlipp Advisor Services, LLC
No Advisor Found.
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