Christopher Foster, financial advisor Shelton CT
93 score

Christopher Foster

CRD Number: 5574029
Current Firm: Procyon Private Wealth Partners, LLC

Christopher Foster (CRD# 5574029) is an Investment Advisor Representative working at Procyon Private Wealth Partners, LLC in Shelton, CT and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Procyon Institutional Partners, LLC Shelton, CT Jun 2017 - Current < 1
Procyon Private Wealth Partners, LLC Shelton, CT Jun 2017 - Current < 1
Ubs Financial Services Inc. Stamford, CT May 2009 - Jun 2017 8
Ubs Financial Services Inc. Stamford, CT Jul 2008 - Apr 2009 < 1
Outback Steakhouse Inc. Manchester, CT Oct 2005 - Jul 2008 2
University Of Connecticut Storrs, CT Aug 2007 - May 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Christopher E. Foster
Phone Number: (203) 920-4080
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    230
    MILLIONS
  • Total Number of Accounts
    556
    ACCOUNTS
  • Average Account Value
    $413,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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