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Charles Ruff, portrait

Charles Ruff

Investment adviser representative at Layline Advisors in Rochester, NY

Investment adviser registrationUpdated

Charles Ruff is an investment adviser representative at Layline Advisors, LLC, an investment adviser managing $131M, and works from its Rochester, NY office. Charles Ruff has been registered through Layline Advisors since 19 December 2025 and has 6 years in the industry across 4 firms.

6
Years in industry
0
Years at firm
4
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Charles Ruff has been an investment adviser representative at Layline Advisors since December 2025, and is not listed among the firm’s executive officers or direct owners. Charles Ruff holds a Master's degree from Bayes Business School. Charles Ruff studied at Hamilton College.

Layline Advisors, LLC is a Rochester, NY firm with $131M under management, 121 clients and 3 advisers in one office, as of its January 2026 filing.

Charlie Ruff is Chief Investment Officer, Advisor of Layline Advisors, LLC, based in Rochester, NY. He began his career as an equity analyst for Federated Investors before moving into client communication and wealth advisory roles.

Charles Ruff’s longest registration was 3 years at Cobblestone Capital Advisors, LLC (2022–2025). Before joining Layline Advisors in 2025, Charles Ruff was registered through CAPTRUST and Cobblestone Capital Advisors, LLC.

  1. – present · under a year
    Rochester, NY · Adviser representative · Firm CRD 285136
  2. CAPTRUST
    – · under a year
    Rochester, NY · Adviser representative · Firm CRD 175112
  3. Cobblestone Capital Advisors, LLC
    – · 3 years
    Rochester, NY · Adviser representative · Firm CRD 108023
  4. Novem Group
    – · 2 years
    Rochester, NY · Adviser representative · Firm CRD 158964

Credentials and registrations

Professional designations

Listed by Layline Advisors

  • Chartered Financial Analyst (CFA®)

Investment adviser representative registrations

Charles Ruff is registered as an investment adviser representative in New York, since December 2025.

  • New YorkSince 19 December 2025

Examinations

No examinations are on Charles Ruff’s record.

Key facts

Full name
Charles Edward Ruff
CRD
7174900
Firm
Layline Advisors · CRD 285136
Office
19 PRINCE ST., 3RD FLOOR, Rochester, NY 14607
Registration
Investment adviser registration
In the industry since
December 2019
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Charles Ruff work?

Charles Ruff is an investment adviser representative registered through Layline Advisors, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Charles Ruff a financial advisor?

Yes. Charles Ruff has a current investment-adviser registration in New York, through Layline Advisors since December 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Charles Ruff have?

Charles Ruff has 6 years in the financial industry, since December 2019, across 4 adviser firms.

Source: IAPD individual record, checked 22 October 2026

Where did Charles Ruff work before Layline Advisors?

Before Layline Advisors, Charles Ruff was registered through Novem Group, November 2019 to July 2022.

Source: IAPD individual record, checked 22 October 2026

Where is Charles Ruff based?

Charles Ruff’s registered office is in Rochester, NY.

Source: IAPD individual record, checked 22 October 2026

Is Charles Ruff registered with FINRA?

No. Charles Ruff has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Charles Ruff a CFA charterholder?

Layline Advisors lists Charles Ruff with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.

Source: Charlie Ruff, CFA biography, laylineadvisors.com

How can I verify Charles Ruff’s record?

Search CRD 7174900 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Ruff’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Layline Advisors

Sources

  1. IAPD individual record, CRD 7174900, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Layline Advisors, LLC, filed 9 January 2026. Executive officers and direct owners; this person is not among them.
  3. Layline Advisors team page. Biography, education, credentials, awards and the portrait, reproduced for identification.