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Christopher Joseph Dorff

ENVESTNET PMC
West Linn, OR
·CRD# 7240500·6 years experience

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

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

6 years in the financial services industry

Current & Past Employments

ENVESTNET PMC·CRD# 111694
RIA
West Linn, OR
August 26, 2026 - Present
CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
West Linn, OR
September 19, 2023 - June 26, 2026
CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
West Linn, OR
June 29, 2023 - September 18, 2023
CETERA WEALTH SERVICES, LLC·CRD# 13572
RIA
Bala Cynwyd, PA
August 11, 2022 - June 29, 2023
FIRST ALLIED SECURITIES, INC.·CRD# 32444
BD
San Diego, CA
August 11, 2022 - September 8, 2022
CETERA INVESTMENT SERVICES LLC·CRD# 15340
BD
St. Cloud, MN
August 11, 2022 - December 5, 2023
CETERA ADVISORS LLC·CRD# 10299
BD
Greenwood Village, CO
August 11, 2022 - December 5, 2023
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
El Segundo, CA
August 11, 2022 - December 5, 2023
CETERA FINANCIAL SPECIALISTS LLC·CRD# 10358
BD
West Linn, OR
August 11, 2022 - June 26, 2026
OSAIC FA, INC.·CRD# 3978
RIA
Billings, MT
May 5, 2021 - July 19, 2022
OSAIC FA, INC.·CRD# 3978
BD
Billings, MT
May 5, 2021 - July 19, 2022
PRINCIPAL SECURITIES, INC.·CRD# 1137
RIA
Denver, CO
May 26, 2020 - May 7, 2021
PRINCIPAL SECURITIES, INC.·CRD# 1137
BD
Denver, CO
May 6, 2020 - May 7, 2021

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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 - SEC (2/10/2000 Approved)

Contact Information

Main Address

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312

Phone Number

(312) 827-2800

# of Employees

532

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ENVESTNET ASSET MANAGEMENT ADV PART 2A (6/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,241,364

AUM (Assets Under Management)

$614,933,249,744

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 - SEC (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.
IAR
Oregon
(8/26/2026)
IAR
Pennsylvania
(8/26/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2020About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed May 2020About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Feb 2020About the SIE exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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