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 organized as a limited liability company and is SEC-registered as of 2025. Public filings classify the firm as unclassified and identify ownership by a domestic entity and individuals. Available metadata flags the firm as not acting as a capital allocator and not positioning itself as an active ESG investor. It is not listed as a pension consultant, related adviser, or a multi-state adviser in the data provided. The firm has not supplied information about its advisory offerings, fee structure, client segments, or specific business activities in the source dataset, so its target client types and service model are not publicly described.

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
  • Arthur Prostick

    Arthur Prostick

    Partner & Chief Compliance OfficerCRD 2254400

  • Adam Hills

    Chief Revenue OfficerCRD 7236104

Contacts

3 of 32
  • Jeffrey Paladini

    Jeffrey Paladini

    PartnerCRD 4341198

  • Nicholas Colangelo

    Nicholas Colangelo

    PrincipalCRD 6714805

  • Kevin Hines

    Kevin Hines

    Senior PrincipalCRD 5958268

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth