Darrick Priester

CP CLIENT SOLUTIONS

NEW YORK, NY 10005

Some features on this profile are disabled

CRD#: 5079501

Professional summary

Darrick Priester, who also goes by Darrick Eron Priester, is a registered financial professional currently at CP CLIENT SOLUTIONS LLC located in New York, New York.

Darrick is registered as a RR (Registered Representative) and started their career in finance in 2006. Darrick has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Aliases

Darrick Eron Priester

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 Darrick Priester'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

July 1, 2025 - Present

CP CLIENT SOLUTIONS LLC

Office #1: 28 Liberty Street Suite 4410, New York, NY 10005Office #2: 15 Columbia Circle 3rd Floor, Albany, NY 12203Office #3: 40701 Woodward Avenue Suite 235, Bloomfield Hills, MI 48304Office #4: 99 Park Avenue 16th Floor, New York, NY 10016Office #5: 2201 High Wickam Place, Louisville, KY 40245Office #6: 321 Broadway 5th Floor, Saratoga Springs, NY 12866Office #7: 321 Broadway 5th Floor, Saratoga Springs, NY 12866Office #8: 101 North Pacific Coast Hwy Suite 305, El Segundo, CA 90245

CRD#: 330402

NEW YORK, NY

Past

March 11, 2026 - August 4, 2026

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

July 18, 2007 - June 24, 2025

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

COHOES, NY

Past

April 25, 2006 - January 26, 2007

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

ALBANY, NY

State Registrations and Notice Filings

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

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

Alaska
(2/2/2026)

Colorado
(7/1/2025)

Idaho
(7/1/2025)

Illinois
(3/6/2026)

Kentucky
(7/1/2025)

Maryland
(3/12/2026)

Massachusetts
(5/1/2026)

Nevada
(8/6/2026)

New York
(7/1/2025)

Ohio
(3/11/2026)

Pennsylvania
(7/1/2025)

Rhode Island
(7/1/2025)

South Dakota
(4/9/2026)

Vermont
(3/11/2026)

Washington
(7/1/2025)

Exams

What does exam status mean?

State Security Law Exam

Series 63

Status Unavailable

Passed: 2/4/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 10/19/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Status Unavailable

Passed: 4/24/2006

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Status Unavailable

Passed: 10/1/2025

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CP CLIENT SOLUTIONS LLC

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

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

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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 (25 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
CP CLIENT SOLUTIONS HOLDINGS LLC	MEMBER
BRANT, DAVID ROBERT	FINOP	2718478
HILLS, ADAM	CHIEF EXECUTIVE OFFICER	7236104
PRIESTER, DARRICK	DIRECTOR OF SALES	5079501
PROSTICK, ARTHUR ISOM	CHIEF COMPLIANCE OFFICER	2254400

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.

Similar Advisors

Elizabeth Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

IAR

SUMMIT, NJ

Richard Dragotta

LPL FINANCIAL LLC

IAR

PARAMUS, NJ

Anthony Macagna

LPL FINANCIAL LLC

IAR

PARAMUS, NJ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Darrick Priester

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Darrick Priester's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE LEADERS GROUP, INC.

MERCER ALLIED COMPANY, L.P.

FORESTERS FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Passed: 2/4/2006

SIE

Passed: 10/1/2018

Series 7

Passed: 10/19/2007

Series 6

Passed: 4/24/2006

Series 24

Passed: 10/1/2025

FINRA

Current Firm

CP CLIENT SOLUTIONS LLC

Contact information

FINRA licenses (25 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

CP CLIENT SOLUTIONS LLC

TRUST BUT VERIFY

Similar Advisors