Christopher
Foster

Procyon Advisors, LLC

CRD#5574029
Investment Advisor
in Shelton, CT

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About this Advisor

Christopher Foster is a financial advisor who works out of Shelton, Connecticut who has 6 years of industry experience. Foster is an advisor for Procyon Advisors, LLC. Throughout their career, Foster has worked at Ubs Financial Services Inc, Procyon Advisors, LLC, Procyon Institutional Partners, LLC and Purshe Kaplan Sterling Investments. Foster has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Connecticut. Procyon Advisors, LLC is a financial advisory firm operating out of Shelton, CT. It has offices in six locations and a total of 37 employees. It controls $5 billion in total assets among its 3,330 customer accounts, placing it among the biggest firms in the nation by assets under management. Of its 3,330 accounts, 25% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on the services provided. Fee types billed by Procyon Advisors, LLC most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1 Corporate Drive Suite 225
Shelton, CT 06484

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Procyon Advisors, LLC Brokerage Details

Total Assets Under Management

$4,940,000,000

CT Average: $5,297,377,271
Total Number of Employees

37

CT Average: 35
Total Number of Accounts

3,330

CT Average: 690
Average Account Size

$1,483,483

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Christopher Foster Work History

Christopher has been registered as a financial advisor for 6 years.*

2019 - Present (5 years)

Purshe Kaplan Sterling Investments

2017 - Present (7 years)

Procyon Advisors, LLC

2017 - Present (7 years)

Procyon Institutional Partners, LLC

2009 - 2017 (8 years)

Ubs Financial Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Foster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Procyon Advisors, LLC

Michael Desmond
Shelton, CT
Robert Alimena
Melville, NY
Richard Appaluccio
Little Falls, NJ
Marissa Schneider
Shelton, CT
Jake Mccarthy
Shelton, CT
Thomas Leffel
Shelton, CT
Michael Herbert
Shelton, CT
Zoltan Pongracz
Shelton, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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