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.
- Foundations Investment Advisors, LLCJul 2026 to now
- Quest CommonwealthJul 2025 to now
- NcaaOct 2023 to now
- American Hockey LeagueSep 2018 to now
- EchlAug 2016 to now
- USA HockeyAug 2007 to now
- Self EmployedApr 2023 to Jul 2025
- 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