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Steven J. Foster

Strategic Advisers LLC

Warwick, RI

Smithfield, RI

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Warwick, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Bank East Providence RI 11/2013 04/2017
Cco Investment Services East Providence RI 11/2013 12/2017
Citizens Securities Inc Providence RI 04/2017 12/2017
Citizens Securities Inc. Providence RI 12/2017 10/2020
Citizens Bank Providence RI 12/2017 10/2020
Fidelity Investments Smithfield RI 12/2021 Present
Citizens Bank Johnston RI 10/2020 12/2021
Fidelity Investments Boston MA 03/2025 Present
  • 11/2013 → 04/2017
    Citizens Bank
    East Providence, RI
  • 11/2013 → 12/2017
    Cco Investment Services
    East Providence, RI
  • 04/2017 → 12/2017
    Citizens Securities Inc
    Providence, RI
  • 12/2017 → 10/2020
    Citizens Securities Inc.
    Providence, RI
  • 12/2017 → 10/2020
    Citizens Bank
    Providence, RI
  • 12/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 10/2020 → 12/2021
    Citizens Bank
    Johnston, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
  • 2017-12-04 → 2020-10-20
    Citizens Securities, Inc.
    Johnston, RI
    Providence, RI
    Johnston, RI
    Johnston, RI
    Johnston, RI
    Bridgeport, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-01
S63 Uniform Securities Agent State Law Examination 2012-03-13
  • S66 Uniform Combined State Law Examination
    2017-12-01
  • S63 Uniform Securities Agent State Law Examination
    2012-03-13
Other Names
  • Steven John Foster
  • Steven Foster

View on SEC IAPD

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