CP Client Solutions LLC
Firm details
- Headquarters
- Saratoga Springs, New York
- CRD number
- 330402
- Registered since
- May 29, 2025
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Adam Hills
Chief Revenue OfficerCRD 7236104
Arthur Prostick
Partner & Chief Compliance OfficerCRD 2254400
Contacts
3 of 32Richard Mattera
FinOpCRD 2246513

Jacqueline Huerter
Senior AssociateCRD 7039525

Brian Juliano
Senior AssociateCRD 7328025
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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