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 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
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 31Richard 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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