Christopher Foster has been President of Procyon Advisors since June 2017, is a control person of the firm and directly owns under 5% of it. Christopher Foster holds a BS in Finance from the University of Connecticut and a BA in Political Science from the University of Connecticut.
Procyon Advisors, LLC is a Shelton, CT firm with $9.2B under management, 3,048 clients and 49 advisers across 24 offices, as of its September 2026 filing.
Christopher Foster is Co-Founder and Partner, Executive Managing Director and President, Total Benefits and Institutional Consulting of Procyon. He is one of the Founding Partners of Procyon, serves institutional investors, specializes in retirement plan consulting, and leads Procyon's Investment Analyst group. Before co-founding Procyon he held roles at the FDG Group within UBS, including Senior Wealth Strategist and Senior Retirement Plan Consultant.
Christopher Foster’s longest registration is the current one, 9 years at Procyon Advisors since 2017. Before joining Procyon Advisors in 2017, Christopher Foster was registered through UBS Financial Services Inc.
- Procyon Institutional Partners, LLC– · 4 yearsShelton, CT · Adviser representative · Firm CRD 288244
- UBS Financial Services Inc.– · 8 yearsStamford, CT · Adviser representative · Firm CRD 8174
Professional designations
Listed by Procyon Advisors
- CIMA®
- CRPS®
Investment adviser representative registrations
Christopher Foster is registered as an investment adviser representative in Connecticut, since June 2017.
- ConnecticutSince 2 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 10 October 2008 |
| Series 7 | General Securities Representative Examination | 5 September 2008 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher Edwin Foster
- CRD
- 5574029
- Firm
- Procyon Advisors · CRD 288239
- Role
- President
- Office
- 1 CORPORATE DRIVE, SUITE 225, Shelton, CT 06484
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- procyon.net
Where does Christopher Foster work?
Christopher Foster has been President of Procyon Advisors, LLC since June 2017, and is a control person of the firm.
Is Christopher Foster a financial advisor?
Yes. Christopher Foster has a current investment-adviser registration in Connecticut, through Procyon Advisors since June 2017.
How many years of experience does Christopher Foster have?
Christopher Foster has 18 years in the financial industry, since September 2008, across 3 adviser firms.
What exams has Christopher Foster passed?
Christopher Foster has passed 3 licensing exams: the Series 7, Series 66 and Series 99TO. The earliest, the Series 7, was passed in September 2008. FINRA credited Christopher Foster with the SIE, which began in October 2018.
Where is Christopher Foster based?
Christopher Foster’s registered office is in Shelton, CT.
Is Christopher Foster registered with FINRA?
Yes. Christopher Foster has a current broker registration, under CRD 5574029.
Source: FINRA BrokerCheck
How can I verify Christopher Foster’s record?
Search CRD 5574029 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Christopher Foster’s full registration record.
