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Chloe Victoria Foster

Strategic Advisers LLC

San Francisco, CA

Mill Valley, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

8 Montgomery St, San Francisco, CA 94104-4625 • United States

Mill Valley, CA • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sanford C. Bernstein & Co., Llc San Francisco CA 07/2021 05/2023
U.S. Bank San Francisco CA 01/2018 06/2021
Mozoo San Francisco CA 01/2016 08/2017
Paternity Leave Mill Valley CA 09/2017 12/2017
Fidelity Investments San Francisco CA 04/2024 Present
Unemployed San Francisco CA 06/2023 03/2024
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → 05/2023
    Sanford C. Bernstein & Co., Llc
    San Francisco, CA
  • 01/2018 → 06/2021
    U.S. Bank
    San Francisco, CA
  • 01/2016 → 08/2017
    Mozoo
    San Francisco, CA
  • 09/2017 → 12/2017
    Paternity Leave
    Mill Valley, CA
  • 04/2024 → Present
    Fidelity Investments
    San Francisco, CA
  • 06/2023 → 03/2024
    Unemployed
    San Francisco, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Francisco, CA
  • 2021-09-10 → 2023-06-06
    Alliancebernstein L.P.
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-30
  • S66 Uniform Combined State Law Examination
    2021-08-30
Other Names
  • Stephen Foster
  • Stephen John Foster
  • Chloe John Foster
  • Chloé Victoria Foster

View on SEC IAPD

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Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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