Christopher M. Foster
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
RALEIGH, NC 27612-3859
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CRD#: 4910160
Professional summary
Christopher M Foster, CFP®, who also goes by Christopher Michael Foster, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Raleigh, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Durham, North Carolina.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Christopher has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
In over 15 years in the financial services industry, I've strived to be a trusted adviser for my clients and their families. We know our clients have worked incredibly hard to save and grow their assets, and I work to collaborate with them in developing and implementing personalized financial plans to work toward their goals.
Question & Answer
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Christopher Michael 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 M 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: 2017
Education
University of North Carolina
Bachelor of Arts (BA) - Management & Society
2002
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #1: 4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859Office #2: 7011 Fayetteville Rd Suite 110, Durham, NC 27713RIA
CRD#: 104555
RALEIGH, NC
Current
March 26, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7011 Fayetteville Rd Suite 110, Durham, NC 27713BD
CRD#: 7784
Durham, NC
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
RALEIGH, NC
Past
April 5, 2012 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DURHAM, NC
Past
June 1, 2009 - March 5, 2012
MORGAN STANLEY
RIA
CRD#: 149777
DURHAM, NC
Past
June 1, 2009 - March 5, 2012
MORGAN STANLEY
BD
CRD#: 149777
DURHAM, NC
Past
September 26, 2008 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
DURHAM, NC
Past
September 26, 2008 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
DURHAM, NC
Past
May 17, 2007 - September 30, 2008
EDWARD JONES
RIA
CRD#: 250
RALEIGH, NC
Past
April 5, 2005 - September 30, 2008
EDWARD JONES
BD
CRD#: 250
RALEIGH, NC
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
Alabama(11/28/2018)
RR
Arizona(5/6/2022)
RR
California(3/26/2012)
RR
Colorado(3/25/2023)
RR
Connecticut(6/26/2025)
RR
Delaware(8/13/2021)
RR
Florida(3/26/2012)
RR
Georgia(8/8/2020)
RR
Illinois(11/29/2018)
RR
Maine(3/17/2025)
RR
Maryland(9/30/2019)
RR
Massachusetts(9/30/2019)
RR
Michigan(11/28/2018)
RR
Missouri(8/15/2024)
RR
New Hampshire(3/17/2025)
RR
New Jersey(8/22/2019)
RR
New York(1/5/2018)
RR
North Carolina(3/26/2012)
IAR
North Carolina(3/31/2025)
RR
Ohio(8/9/2020)
RR
Oklahoma(1/5/2018)
RR
Oregon(4/23/2020)
RR
Pennsylvania(9/30/2019)
RR
South Carolina(3/26/2012)
RR
Tennessee(9/30/2019)
RR
Texas(1/5/2018)
IAR
Texas(3/31/2025)
RR
Virginia(3/26/2012)
RR
Washington(3/25/2023)
Exams
State Security Law Exam
State Security Law 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, Financial ConsultantCRD#: 104555Raleigh, NC 27612-3859TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
