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 appears in SEC registration records with a 2025 registration year. The ownership is listed as a combination of a domestic entity and an individual. The firm’s public profile in the provided data is sparse: it is classified as unclassified, does not act as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not reported as a related adviser. The dataset does not include descriptions of the firm’s advisory services, client segments, fee schedules, or business activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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