Laura Foster

CLEARVISION WEALTH

Montclair, NJ 07042

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CRD#: 6642983

Professional summary

Laura Foster, who also goes by Laura M Foster, Laura Metcalf Foster, Laurie Foster, is a registered financial advisor currently at CLEARVISION WEALTH located in Montclair, New Jersey.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Laura has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Laura M Foster | Laura Metcalf Foster | Laurie 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.

Laura Foster is the Founder of ClearVision Divorce Solutions (non-investment related). Approximately 50% of her time during trading hours is devoted to ClearVision Divorce Solutions. These consulting services are separate from the firm's advisory services. This may create a conflict of interest because fees charged to advisory Clients would be separate from fees charged for divorce consulting services through ClearVision Divorce Solutions. As a fiduciary, our firm and its associates have a duty of utmost good faith to act solely in the best interests of each Client and to act in an ethical and professionally responsible manner in all professional services and activities. Laura Foster offers short-term rental properties. She generally doesn't devote time to this activity during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura 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®

None

Experience

Current

August 7, 2023 - Present

CLEARVISION WEALTH

Office #1: 96 Park Street Fl 2, Montclair, NJ 07042

RIA

CRD#: 322465

Montclair, NJ

Past

October 5, 2017 - June 3, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

October 5, 2017 - June 3, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

July 24, 2017 - August 14, 2017

TD AMERITRADE, INC.

RIA

CRD#: 7870

NEW YORK, NY

Past

July 20, 2017 - August 14, 2017

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

New York, NY

Past

July 19, 2017 - August 14, 2017

TD AMERITRADE, INC.

CRD#: 7870

NEW YORK, NY

Past

January 28, 2017 - July 5, 2017

SCOTTRADE INVESTMENT MANAGEMENT

RIA

CRD#: 169988

SAINT LOUIS, MO

Past

September 21, 2016 - July 5, 2017

SCOTTRADE, INC.

CRD#: 8206

STAMFORD, CT

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

New Jersey
(8/7/2023)

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: 1/28/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/21/2016

General Securities Representative Examination

Current Firm

CLEARVISION WEALTH

CLEARVISION WEALTH | CLEARVISION WEALTH LLC

CRD#: 322465 / SEC#:

New Jersey

Registered Investment Advisory firm - (8/3/2023 Approved)

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Contact information

Main Address

96 Park Street Fl 2, Montclair, NJ 07042

Mailing Address

Phone number

(609) 433-1087

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Laura Foster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Foster's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEARVISION WEALTH

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

SCOTTRADE INVESTMENT MANAGEMENT

SCOTTRADE, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/28/2017

SIE

Date: 10/1/2018

Series 7

Date: 9/21/2016

Current Firm

CLEARVISION WEALTH

Contact information

Documents

Red Flags

Company Information

CLEARVISION WEALTH

TRUST BUT VERIFY

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