CP Client Solutions LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
34
Avg account
$0

Firm details

Headquarters
Saratoga Springs, New York
CRD number
330402
Registered since
May 29, 2025

Firm profile

FINTRX

Overview

CP Client Solutions LLC is an LLC that registered with the SEC in 2025. The firm is classified as unclassified in the snapshot data and lists its owner type as both a domestic entity and an individual. The profile indicates the firm is not a capital allocator and does not describe itself as an active ESG investor. It is not designated as a multi-state adviser, pension consultant, or related adviser in the available summary. The firm provided minimal detail about its advisory or business activities in the supplied data. Fee structure, client base composition, and specific service offerings were not included in the snapshot.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Adam Hills

    Chief Revenue OfficerCRD 7236104

  • Arthur Prostick

    Arthur Prostick

    Partner & Chief Compliance OfficerCRD 2254400

Contacts

3 of 32
  • Richard Mattera

    FinOpCRD 2246513

  • Jacqueline Huerter

    Jacqueline Huerter

    Senior AssociateCRD 7039525

  • Brian Juliano

    Brian Juliano

    Senior AssociateCRD 7328025

Unlock 29 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Saratoga Springs, NY

Saratoga

Location

Saratoga Springs, NY

Headquartered in Saratoga Springs, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.

Metro area
Albany-Schenectady, NY
Region
Northeast
County
Saratoga
Address
321 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth