Arthur F. Foreman
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
BRIELLE, NJ
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CRD#: 2035582
Professional summary
Arthur Francis Foreman, who also goes by Art Francis Foreman, Art Foreman, Arthur Francis Foreman, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Brielle, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Shrewsbury, New Jersey.
Arthur is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Arthur has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 25 and Series 7 exams.
Biography
I have had the great pleasure of working in the financial services industry for over 25 years. I am proud to work at Fidelity Investments which is a trusted leader in the financial services industry. You can leverage my years of experience working with Fidelity's High Net Worth clients in retirement, income, and wealth planning, to help you and your family pursue your financial goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Art Francis Foreman | Art Foreman | Arthur Francis Foreman
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.
CRS (Client Relationship Summary) - RIA
Click below to view Arthur Francis Foreman's 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®
NoneEducation
Richard Stockton College of New Jersey
Bachelor of Arts (BA) - Business
1990
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 530 Route 35 Shrewsbury Commons, Shrewsbury, NJ 07702RIA
CRD#: 104555
BRIELLE, NJ
Current
October 31, 2007 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 530 Route 35, Shrewsbury, NJ 07702BD
CRD#: 7784
Shrewsbury, NJ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SHREWSBURY, NJ
Past
January 16, 2008 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SHREWSBURY, NJ
Past
December 2, 2004 - September 21, 2007
KEYBANC CAPITAL MARKETS INC.
BD
CRD#: 566
CLEVELAND, OH
Past
October 20, 2004 - December 2, 2004
JACK C. LIND & CO., INC.
BD
CRD#: 103847
NEW YORK, NY
Past
May 17, 2004 - October 25, 2004
RBC CAPITAL MARKETS CORPORATION
BD
CRD#: 6579
NEW YORK, NY
Past
April 29, 2004 - June 24, 2004
JACK C. LIND & CO., INC.
BD
CRD#: 103847
NEW YORK, NY
Past
January 24, 2000 - May 17, 2004
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NEW YORK, NY
Past
May 4, 1998 - August 27, 1998
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ST. PETERSBURG, FL
Past
July 14, 1997 - December 16, 1997
ROBERT THOMAS SECURITIES, INC
BD
CRD#: 10147
ST. PETERSBURG, FL
Past
January 3, 1995 - August 15, 1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
May 12, 1994 - January 11, 1995
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
CHICAGO, IL
Past
May 21, 1993 - April 25, 1994
CAPITAL BROKERAGE CORPORATION
BD
CRD#: 10465
GLEN ALLEN, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Arizona(1/16/2015)
RR
California(3/11/2013)
RR
Colorado(1/30/2020)
RR
Connecticut(10/31/2007)
RR
Delaware(3/11/2013)
RR
District of Columbia(8/14/2017)
RR
Florida(10/31/2007)
RR
Georgia(9/30/2019)
RR
Illinois(2/12/2021)
RR
Maine(8/14/2017)
RR
Maryland(3/11/2013)
RR
Massachusetts(1/27/2012)
RR
Michigan(1/23/2014)
RR
Minnesota(8/14/2017)
RR
New Hampshire(4/23/2020)
RR
New Jersey(10/31/2007)
IAR
New Jersey(3/31/2025)
RR
New York(10/31/2007)
RR
North Carolina(1/30/2012)
RR
Ohio(4/6/2023)
RR
Oregon(3/25/2023)
RR
Pennsylvania(10/31/2007)
RR
Rhode Island(3/4/2022)
RR
South Carolina(1/27/2012)
RR
Tennessee(7/18/2014)
RR
Texas(1/27/2012)
IAR
Texas(3/31/2025)
RR
Vermont(3/12/2021)
RR
Virginia(11/18/2011)
RR
Washington(11/30/2023)
RR
West Virginia(8/8/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 25
Date: 1/18/2000
NYSE Trading Assistant ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Brielle, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
