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MT

Marika X. Tonay

CP CLIENT SOLUTIONS
SARATOGA SPRINGS, NY 12866
Some features on this profile are disabled
CRD#: 2834585
MT

Professional summary


Marika X Tonay, who also goes by Marika X. Tonay, Maria Konrad XIrouhakis, Marika Xirouhakis, Maria Konrad Zirouhakis, is a registered financial professional currently at CP CLIENT SOLUTIONS LLC located in Saratoga Springs, New York.

Marika is registered as a RR (Registered Representative) and started their career in finance in 2003. Marika has worked at 6 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marika X. Tonay | Maria Konrad Xirouhakis | Marika Xirouhakis | Maria Konrad Zirouhakis

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Marika X Tonay's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 15, 2026 - Present

CP CLIENT SOLUTIONS LLC

Office #1: 321 Broadway 5th Floor, Saratoga Springs, NY 12866
BD
CRD#: 330402
SARATOGA SPRINGS, NY
Past

May 23, 2022 - June 17, 2024

PERELLA WEINBERG PARTNERS LP

BD
CRD#: 138618
NEW YORK, NY
Past

January 4, 2012 - April 20, 2022

JANUS HENDERSON DISTRIBUTORS US LLC

BD
CRD#: 28832
DENVER, CO
Past

November 23, 2010 - November 9, 2011

HEADWATERS BD, LLC

BD
CRD#: 117042
DENVER, CO
Past

November 2, 2010 - January 3, 2012

BRITEHORN SECURITIES

BD
CRD#: 36402
DENVER, CO
Past

April 7, 2009 - April 30, 2010

BRITEHORN SECURITIES

BD
CRD#: 36402
DENVER, CO
Past

January 10, 2003 - March 27, 2009

WESTMINSTER SECURITIES CORPORATION

BD
CRD#: 6105
DENVER, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(5/15/2026)

Exams


State Security Law Exam
RR
Series 63
Date: 1/28/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CC
CP CLIENT SOLUTIONS LLC
CP CLIENT SOLUTIONS LLC

CRD#: 330402 / SEC#: , 8-71277

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
321 Broadway 5th Floor, Saratoga Springs, NY 12866
Mailing Address
321 Broadway 5th Floor, Saratoga Springs, NY 12866
Phone number
(212) 850-4260
Established
Delaware since 04/24/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CP CLIENT SOLUTIONS HOLDINGS LLCMEMBER
HILLS, ADAMCHIEF EXECUTIVE OFFICER7236104
MATTERA, RICHARDFINOP2246513
PRIESTER, DARRICKDIRECTOR OF SALES5079501
PROSTICK, ARTHUR ISOMCHIEF COMPLIANCE OFFICER2254400

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CP CLIENT SOLUTIONS LLC

CRD#: 330402Saratoga Springs, NY 12866

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