Christopher Joseph Dorff
Investment adviser representative at Envestnet Pmc
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$614.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsSubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Envestnet PmcAug 2026 to now
- Envestnet Asset Management, Inc.Jun 2026 to now
- Cetera Investment Advisers LLCJun 2023 to Jun 2026
- Cetera Financial Specialists LLCJul 2022 to Jun 2026
- Cetera Advisor Networks LLCJul 2022 to Dec 2023
- Cetera Advisors LLCJul 2022 to Dec 2023
- Cetera Investment Services LLCJul 2022 to Dec 2023
- First Allied Securities IncJul 2022 to Sep 2022
- LincolnMay 2021 to Jul 2022
- Principal Life Insurance CompanyMar 2020 to Jul 2022
- Principal Securities IncMar 2020 to Jul 2022
- WdmcsJun 2015 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (OR, PA).
Envestnet Pmc
Legal name: Envestnet Asset Management, Inc.
$614.9BAssets managed
2,241,364Clients
57Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7240500
- Firm CRD
- 111694