Christopher Zollo
Investment adviser representative at Foundations Investment Advisors LLC
19 yearsExperience
1 stateRegistered in
$10.1BFirm assets
11 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
- Seminars and workshops
Experience
19 years in the industry.
- Foundations Investment Advisors LLCMay 2025 to now
- Bank of America N.A.Sep 2023 to May 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to May 2025
- Elj, Inc.Jun 2022 to Aug 2022
- Minnesota Life Insurance CoDec 2021 to May 2022
- Securian Advisors of New EnglandDec 2021 to May 2022
- Securian Financial Services IncDec 2021 to May 2022
- MML Investors Services, LLCDec 2020 to Oct 2021
- MML Investors Services, LLCJul 2018 to Jun 2020
- Mass Mutual Life Insurance CompanyJun 2018 to Oct 2021
- UberNov 2017 to May 2022
- LyftNov 2017 to Jan 2021
- Above & BeyondSep 2017 to Apr 2018
- UnifirstApr 2016 to Sep 2017
- Eastern Nazarene CollegeAug 2007 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (RI).
Foundations Investment Advisors LLC
$10.1BAssets managed
29,663Clients
293Advisers
11 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
- 6987722
- Firm CRD
- 175083