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Christopher Foster

17 Years of Experience
Shelton, CT
BrokerSells Insurance

Christopher Foster is a registered investment advisor, based in Shelton, CT, with 17 years of industry experience.

Location

1 Corporate Drive, Suite 225, Shelton, CT, 06484

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Christopher is part owner of Procyon Benefits, established to collect referral fees, and spends minimal time on it. He also maintains an active insurance producer license, is the Managing Director of Procyon Risk, LLC (an insurance agency), and is an owner/managing director of Procyon Tax, LLC (a referral business for tax services).

Employment History
Current Registrations
Purshe Kaplan Sterling Investments
May 2019 - Present · 6 yrs 11 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2019 - Present · 6 yrs 11 mos
Procyon
June 2017 - Present · 8 yrs 10 mos
Previous Registrations
Procyon Institutional Partners, LLC
November 2017 - December 2021 · 4 yrs 1 mo
UBS Financial Services INC.
June 2009 - June 2017 · 8 yrs
UBS Financial Services INC.Broker
June 2009 - June 2017 · 8 yrs
UBS Financial Services INC.
October 2008 - May 2009 · 7 mos
UBS Financial Services INC.Broker
September 2008 - May 2009 · 8 mos
State Registrations18 states
ALARAZCACTFLILKSMAMDMEMINCNJNYSCUTVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.