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 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
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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