CPA INVESTMENT SOLUTIONS, LLC of YARDLEY, PA is an SEC-registered investment adviser (CRD 108317). Regulatory assets under management: $38.1M.
| Name | Role | Location |
|---|---|---|
| Benjamin P Harris | MANAGING MEMBER | New York, NY |
| CASTELLON PAUL FRANK | CEO, SECRETARY, DIRECTOR; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| ALVARE THOMAS NEMESIO | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MEMBER | — |
| ALVARE THOMAS | PRESIDENT, TREASURER | — |
| SOBEL MARK NMN | MANAGING MEMBER | — |
| POLANS ROBERT NEIL | MANAGING MEMBER; MEMBER | — |
| BRAUN STEVEN ALLEN | MANAGING MEMBER; MEMBER | — |
| SOBEL MARK | MEMBER | — |