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Work Experience
President
Sep 2008 - Present · 16 years and 3 months
Company Details
CS2 specializes in turn-key start-up registration packages for new firms. We also provide ongoing services and support for existing firms through our private online community, CO-Pilot for CCOs. Over the years our clients include investment adviser firms of all sizes, hybrid RIA / broker dealer firms, community banks and credit unions, commodity trading advisers, futures dealers, municipal advisers, fund managers, securities attorneys, continuing education providers, and industry technology companies. We have streamlined our offerings and are now focused on Registered Investment Adviser firms, both at the SEC and state level.
Year Founded
2008
Social Media
Linkedin
Industry
Financial Services
HQ Location
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Keywords
New Firm Start-UpRIA ComplianceRIA RegistrationSEC RegistrationState RIA RegistrationCCO TrainingCCO Supportand Compliance Support
Discover More About Cleveland Clinic
Contact Details
  • Email AddressM**@cs2compliance.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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