Christopher P Foster

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, CA
• 05/2015 → Present
  Bank Of America, N.A.
  Riverside, CA

Other Businesses

I*2156277, Entity Type: , Name of OBA: F S TOD BENEFICIARIES ON FILE , Address: Cathedral City, California, 92234, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 09-Jan-2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*4708278, Entity Type: , Name of OBA: Rental Property - 14-Jun-26 - 1, Address: Big Bear Lake, California, 92315, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 07/01/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2014-12-29

Other Names

• Chris Paul Foster
• Chris Foster
• Christopher Foster
• Christopher Paul Foster