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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Cudlipp Advisor Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael J. Cudlipp
CRD#: 4745636
125 Sully's Trail, Suite 2, Pittsford, NY 14534
93
Wealthminder
score

Michael Cudlipp (CRD# 4745636) is an Investment Advisor Representative working at Cudlipp Advisor Services, LLC in Pittsford, NY and has over 14 years of experience in the finance industry.

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