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Christopher Leroy Williams

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.

  1. Foundations Investment Advisors, LLCJul 2026 to now
  2. Quest CommonwealthJul 2025 to now
  3. NcaaOct 2023 to now
  4. American Hockey LeagueSep 2018 to now
  5. EchlAug 2016 to now
  6. USA HockeyAug 2007 to now
  7. Self EmployedApr 2023 to Jul 2025
  8. New York LifeDec 2022 to Apr 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

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

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
7659649
Firm CRD
175083
Advisor's SEC record (opens in a new tab)
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