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CRD#: 330402
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for CP CLIENT SOLUTIONS LLC Comes From
Understanding the Statistics for CP CLIENT SOLUTIONS LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
321 Broadway 5th Floor, Saratoga Springs, NY 12866
Mailing Address
321 Broadway 5th Floor, Saratoga Springs, NY 12866
Firm Size
Small
Phone Number
(212) 850-4260
Established
Delaware since 04/24/2024
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at CP CLIENT SOLUTIONS LLC
VH
Valerie Michele Hill Jones
RR
CRD#: 1964251
Location:
Saratoga Springs, NY 12866
Company:
CP CLIENT SOLUTIONS LLC
Disclosures:
Experience:
29 years
RM
Richard Joseph Mattera
RR
CRD#: 2246513
Location:
New York, NY 10170
Company:
TERRANOVA CAPITAL EQUITIES, INC
Disclosures:
Experience:
33 years
AP
Arthur Isom Prostick
RR
CRD#: 2254400
Location:
Saratoga Springs, NY 12866
Company:
CP CLIENT SOLUTIONS LLC
Disclosures:
Experience:
20 years
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