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CD

Christopher J. Dorff

ENVESTNET PMC
West Linn, OR
Some features on this profile are disabled
CRD#: 7240500
CD
Christopher Joseph DorffENVESTNET PMC

Professional summary

Christopher Joseph Dorff is a registered financial advisor currently at ENVESTNET PMC located in West Linn, Oregon.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Christopher has worked at 9 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) FARPOINTE WEALTH ADVISORS, LLC, INVESTMENT RELATED, SOUTHLAKE, TX, WEALTH ADVISOR, OFFERING WEALTH MANAGEMENT, RETIREMENT, FINANCIAL SERVICES TO CLIENTS, 40H/WEEK, SINCE 12/2023.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Joseph Dorff's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 26, 2026 - Present

ENVESTNET PMC

RIA
CRD#: 111694
West Linn, OR
Past

September 19, 2023 - June 26, 2026

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
WEST LINN, OR
Past

June 29, 2023 - September 18, 2023

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
WEST LINN, OR
Past

August 11, 2022 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
Bala Cynwyd, PA
Past

August 11, 2022 - September 8, 2022

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

August 11, 2022 - December 5, 2023

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN
Past

August 11, 2022 - December 5, 2023

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

August 11, 2022 - December 5, 2023

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

August 11, 2022 - June 26, 2026

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
WEST LINN, OR
Past

May 5, 2021 - July 19, 2022

OSAIC FA, INC.

RIA
CRD#: 3978
BILLINGS, MT
Past

May 5, 2021 - July 19, 2022

OSAIC FA, INC.

BD
CRD#: 3978
BILLINGS, MT
Past

May 26, 2020 - May 7, 2021

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
DENVER, CO
Past

May 6, 2020 - May 7, 2021

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EP
ENVESTNET PMC
ENVESTNET ADVISORY CORP. | QRG | ENVESTNETPMC, INC. | ENVESTNET | PMC | ENVESTNET | PLACEMARK | ENVESTNET PMC | ENVESTNET PLACEMARK | ENVESTNET CAPITAL MANAGEMENT | ENVESTNET ASSET MANAGEMENT, INC.

CRD#: 111694 / SEC#: 801-57260

RIA
Registered Investment Advisory firm - (2/10/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oregon
(8/26/2026)
IAR
Pennsylvania
(8/26/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/21/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/6/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/7/2020
Securities Industry Essentials Examination

Current Firm

EP
ENVESTNET PMC
ENVESTNET ADVISORY CORP. | QRG | ENVESTNETPMC, INC. | ENVESTNET | PMC | ENVESTNET | PLACEMARK | ENVESTNET PMC | ENVESTNET PLACEMARK | ENVESTNET CAPITAL MANAGEMENT | ENVESTNET ASSET MANAGEMENT, INC.

CRD#: 111694 / SEC#: 801-57260

RIA
Registered Investment Advisory firm - (2/10/2000 Approved)
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Contact information

Main Address
222 N. Lasalle St., Suite 625, Chicago, IL 60601
Mailing Address
1000 Chesterbrook Boulevard, Suite 250, Berwyn, PA 19312
Phone number
(312) 827-2800
Established
Firm type
Fiscal year end
# of Employees
394

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ENVESTNET ASSET MANAGEMENT ADV PART 2A (11/19/2025)
ENVESTNET ASSET MANAGEMENT ADV PART 2 APPENDIX 1 (11/19/2025)
ENVESTNET PRIVACY POLICY (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,021,610
AUM (Assets Under Management)$ 532,197,263,852

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ENVESTNET PMC

CRD#: 111694West Linn, OR

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