At CS2 we provide regulatory compliance, operations, and business consulting and services to Registered Investment Adviser (RIA), Broker-Dealer, and other financial services industry firms. We specialize in turn-key start-up registration packages for new firms as well as providing ongoing services and support for existing firms.

We are proud to offer you compliance training that is relevant, timely and convenient. Our compliance training partner, Quest CE, has curriculum that covers a broad spectrum of topics important to today's financial service professional.