Donald A. Foy

COLUMBIA RIVER ADVISORS

TACOMA, WA 98403

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CRD#: 4821689

Professional summary

Donald Allen Foy MR., who also goes by Don A. Foy Mr., Don Foy, Donald A Foy, is a registered financial advisor currently at COLUMBIA RIVER ADVISORS located in Tacoma, Washington.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Donald has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don A. Foy Mr. | Don Foy | Donald A Foy

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.

1. SOLE MEMBER OF A PERSONAL LIMITED LIABILITY COMPANY (DON FOY LLC) WHICH HOLDS INTERESTS IN COLUMBIA RIVER AND BBD HOLDINGS LLC 2. OWNER OF SUMMIT TAX SERVICES 3. THROUGH COLUMBIA RIVER, A MEMBER OF THE GP TO TWO PRIVATE INVESTMENT FUNDS (PLEASE SEE FORM ADV PART 1 FOR COLUMBIA RIVER)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Allen Foy MR.'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

November 24, 2010 - Present

COLUMBIA RIVER ADVISORS

Office #1: 2200 North 30th Street, Suite 202, Tacoma, WA 98403

RIA

CRD#: 154571

TACOMA, WA

Past

September 22, 2008 - December 16, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

TACOMA, WA

Past

September 22, 2008 - December 16, 2011

LPL FINANCIAL LLC

CRD#: 6413

TACOMA, WA

Past

August 29, 2005 - September 22, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

SEATTLE, WA

Past

August 12, 2005 - September 22, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

SEATTLE, WA

Past

September 10, 2004 - July 27, 2005

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

BELLEVUE, WA

Past

July 22, 2004 - July 27, 2005

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

July 22, 2004 - July 27, 2005

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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".

COLUMBIA RIVER ADVISORS

CRD#: 154571 / SEC#: 801-71970

RIA

Registered Investment Advisory firm - (11/24/2010 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.

Highlighted states indicate IAR registrations

IAR

Washington
(11/24/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/4/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/20/2004

General Securities Representative Examination

Current Firm

COLUMBIA RIVER ADVISORS

CRD#: 154571 / SEC#: 801-71970

RIA

Registered Investment Advisory firm - (11/24/2010 Approved)

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Contact information

Main Address

1927 Dock Street, Tacoma, WA 98402

Mailing Address

Phone number

(253) 589-1401

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CRA FORM ADV PART 2 A&B 2025-03 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	693
AUM (Assets Under Management)	$ 189,572,914

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.

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Advisor Monitoring

Firm Stability Insights

Donald A. Foy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Allen Foy MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

COLUMBIA RIVER ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/4/2004

Series 7

Date: 7/20/2004

Current Firm

COLUMBIA RIVER ADVISORS

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COLUMBIA RIVER ADVISORS

TRUST BUT VERIFY

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