CP Client Solutions LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
33
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 shown in the record as having registered with the SEC in 2025. The dataset classifies the firm as "Unclassified." Ownership is listed as a combination of a domestic entity and an individual. The record indicates the firm does not act as a capital allocator, does not identify as an active ESG investor, and is not listed as a pension consultant or related adviser. The firm has not provided detail on its advisory activities, business lines, client segments, or fee structure in the source data, so there is no description available of the services it offers or the client types it targets.

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 31
  • Richard Mattera

    FinOpCRD 2246513

  • Jacqueline Huerter

    Jacqueline Huerter

    Senior AssociateCRD 7039525

  • Brian Juliano

    Brian Juliano

    Senior AssociateCRD 7328025

Unlock 28 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