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Christopher Edwin Foster

Investment adviser representative at Procyon
16 yearsExperience
1 stateRegistered in
$9.2BFirm assets
9 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

16 years in the industry.

  1. Procyon Advisors, LLCJan 2025 to now
  2. Purshe Kaplan Sterling InvestmentsMay 2019 to now
  3. ProcyonJun 2017 to now
  4. Procyon Advisors, LLCJan 2021 to Dec 2024
  5. Procyon Institutional Partners, LLCJun 2017 to Dec 2021
  6. UBS Financial Services Inc.May 2009 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (CT).

Procyon

Legal name: Procyon Advisors, LLC

$9.2BAssets managed
3,048Clients
54Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5574029
Firm CRD
288239
Advisor's SEC record (opens in a new tab)
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