Justin Foster

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-06

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Houston	TX	06/2025	Present
Delfino Restaurant	Roslindale	MA	03/2018	05/2025
Ep Wealth Advisors	Norwood	MA	05/2023	08/2023
5 Tool Performance	Dedham	MA	08/2021	01/2022
Dedham Health And Athletic	Dedham	MA	07/2020	09/2020
Xaverian Brothers High School	Westwood	MA	09/2015	06/2021
Babson College	Babson Park	MA	01/2022	05/2025
Bank Of America, N.A.	Houston	TX	01/2026	Present

06/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Houston, TX
03/2018 → 05/2025

Delfino Restaurant

Roslindale, MA
05/2023 → 08/2023

Ep Wealth Advisors

Norwood, MA
08/2021 → 01/2022

5 Tool Performance

Dedham, MA
07/2020 → 09/2020

Dedham Health And Athletic

Dedham, MA
09/2015 → 06/2021

Xaverian Brothers High School

Westwood, MA
01/2022 → 05/2025

Babson College

Babson Park, MA
01/2026 → Present

Bank Of America, N.A.

Houston, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-06

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