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Christopher Edwin Foster

Procyon Advisors, LLC

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About Christopher Edwin Foster

Christopher Foster is a financial advisor with over 14 years of experience in the industry. Christopher is currently registered with Procyon Advisors, LLC and holds licenses in multiple states. Christopher's background includes experience with UBS Financial Services Inc., Procyon Institutional Partners, LLC and Purshe Kaplan Sterling Investments. Christopher is also an owner and managing director of Procyon Risk, LLC and Procyon Tax, LLC. Christopher's specializations include Financial Planning, Pension Consulting, and Portfolio Management. Christopher provides advisory services to individuals, businesses, and pooled investment vehicles.

Firm Information

Christopher Foster is currently registered with Procyon Advisors, LLC. Procyon Advisors, LLC is a registered investment advisor based in Shelton, Connecticut. The firm provides a range of services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other clients, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and pooled investment vehicles. The firm currently manages over $6 billion in assets.
Procyon Advisors, LLC

1 CORPORATE DRIVE

SHELTON, CT 06484

$6.28B

Assets Under Management

Not reported

Total Clients

38

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Foster’s Registration & Firm History

CT

06/02/2017 - Present

Procyon Advisors, LLC (SHELTON CT)

CT

06/01/2009 - 06/28/2017

UBS FINANCIAL SERVICES INC. (STAMFORD CT)

CT

09/08/2008 - 05/13/2009

UBS FINANCIAL SERVICES INC. (STAMFORD CT)

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Licenses & Designations

BOTH

Issued 10/10/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 06/28/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Edwin Foster.
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