Christopher M. Foster
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
SOUTH SALEM, NY
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CRD#: 4373541
Professional summary
Christopher Michael Foster, CFP®, who also goes by Christopher Michael Foster, Christopher Foster, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in South Salem, New York and FIDELITY BROKERAGE SERVICES LLC located in Scarsdale, New York.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Christopher has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As a Fidelity Wealth Planner with over twenty years of financial service experience, CERTIFIED FINANCIAL PLANNER™ , I am committed to spend the necessary time with clients and their families to obtain a deeper understanding what is most important, the purpose and motivation of your wealth and explore the ''what ifs''. The time we spend together will allow us to work together to co-create a customize plan with the goal in mind of helping you and your family reach financial fulfillment.
Question & Answer
What are your service offerings?
Tax Planning
Comprehensive Financial Planni...
Estate Planning
Education Planning
Debt Management
Business Succession Planning
Investment Planning
Insurance Planning
Employee and Employer Plan Ben...
Retirement Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Christopher Michael Foster | Christopher Foster
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 Christopher Michael Foster'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®
CFP®
Start date: 2013
Education
Mercy College
Bachelor of Science (BS) - Organizational Management
2013
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507RIA
CRD#: 104555
SOUTH SALEM, NY
Current
January 18, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 799 Central Park Ave. Greenville Shopping Center, Scarsdale, NY 10583BD
CRD#: 7784
SCARSDALE, NY
Past
April 7, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SCARSDALE, NY
Past
September 13, 2016 - January 5, 2017
HSBC SECURITIES (USA) INC.
RIA
CRD#: 19585
NEW YORK, NY
Past
September 2, 2016 - January 5, 2017
HSBC SECURITIES (USA) INC.
BD
CRD#: 19585
NEW YORK, NY
Past
March 5, 2015 - July 28, 2016
USAA FINANCIAL PLANNING SERVICES
RIA
CRD#: 106352
NEW YORK,, NY
Past
March 4, 2015 - July 28, 2016
USAA FINANCIAL ADVISORS, INC.
BD
CRD#: 129035
NEW YORK, NY
Past
May 4, 2010 - February 18, 2015
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
TARRYTOWN, NY
Past
May 4, 2010 - February 18, 2015
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
TARRYTOWN, NY
Past
March 3, 2010 - March 29, 2010
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
BRONX, NY
Past
January 6, 2010 - March 29, 2010
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
BRONX, NY
Past
June 30, 2004 - December 21, 2009
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
YONKERS, NY
Past
July 10, 2001 - October 6, 2003
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
CHICAGO, IL
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(3/4/2022)
RR
California(2/17/2021)
RR
Colorado(5/6/2022)
RR
Connecticut(1/18/2017)
RR
District of Columbia(8/8/2020)
RR
Florida(1/19/2017)
RR
Georgia(8/13/2021)
RR
Illinois(11/4/2019)
RR
Kentucky(11/4/2019)
RR
Maine(11/4/2019)
RR
Maryland(2/7/2017)
RR
Massachusetts(2/6/2017)
RR
Nevada(11/4/2019)
RR
New Hampshire(10/17/2019)
RR
New Jersey(2/3/2017)
RR
New Mexico(3/4/2022)
RR
New York(1/19/2017)
IAR
New York(3/31/2025)
RR
North Carolina(1/23/2017)
RR
Ohio(8/20/2025)
RR
Oregon(7/21/2023)
RR
Pennsylvania(11/17/2020)
RR
Puerto Rico(9/9/2022)
RR
South Carolina(1/20/2017)
RR
Texas(11/4/2019)
IAR
Texas(3/31/2025)
RR
Virginia(4/23/2020)
RR
Washington(5/6/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General 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, Wealth PlannerCRD#: 104555South Salem, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
