Christopher Rolf has been an investment adviser representative at Altrius Capital Management since August 2015, and is not listed among the firm’s executive officers or direct owners. Christopher Rolf holds an MBA in Finance from Indiana University. Christopher Rolf studied at the University of Michigan.
Altrius Capital Management, Inc. is a Novi, MI firm with $716M under management, 512 clients and 8 advisers across 2 offices, as of its March 2026 filing.
Christopher C. Rolf is Executive Vice President of Altrius Capital Management. He is responsible for providing asset allocation and financial planning advice to the firm's high net worth clients and is a member of the Investment Committee. He joined Altrius in 2015, after three years as Vice President at Lenox Advisors and five years at Morgan Stanley in its Private Wealth Management group.
Christopher Rolf’s longest registration is the current one, 11 years at Altrius Capital Management since 2015. Before joining Altrius Capital Management in 2015, Christopher Rolf was registered through Morgan Stanley Smith Barney LLC and Morgan Stanley & Co. Incorporated.
- – present · 11 yearsWake Forest, NC · Adviser representative · Firm CRD 121529
- Morgan Stanley Smith Barney LLC– · 2 yearsChicago, IL · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · under a yearChicago, IL · Adviser representative · Firm CRD 8209
Professional designations
Listed by Altrius Capital Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Christopher Rolf is registered as an investment adviser representative in 2 states. The first approvals date from August 2015; the most recent is Texas, in December 2023.
- North CarolinaSince 13 August 2015
- TexasSince 8 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 2 October 2008 |
| Series 66 | Uniform Combined State Law Examination | 26 September 2008 |
| Series 7 | General Securities Representative Examination | 10 September 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher Connor Rolf
- CRD
- 5359746
- Firm
- Altrius Capital Management · CRD 121529
- Office
- 525 S. WHITE STREET, Wake Forest, NC 27587
- Registration
- Investment adviser registration
- In the industry since
- March 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- altrius-capital.com
Where does Christopher Rolf work?
Christopher Rolf is an investment adviser representative registered through Altrius Capital Management, Inc. since August 2015, and is not listed among the firm’s executive officers or direct owners.
Is Christopher Rolf a financial advisor?
Yes. Christopher Rolf has a current investment-adviser registration in North Carolina and Texas, through Altrius Capital Management since August 2015.
How many years of experience does Christopher Rolf have?
Christopher Rolf has 14 years in the financial industry, since March 2012, across 3 adviser firms.
What exams has Christopher Rolf passed?
Christopher Rolf has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in September 2008. FINRA credited Christopher Rolf with the SIE, which began in October 2018.
Where did Christopher Rolf work before Altrius Capital Management?
Before Altrius Capital Management, Christopher Rolf was registered through Morgan Stanley Smith Barney LLC, June 2009 to February 2012; Morgan Stanley & Co. Incorporated, September 2008 to June 2009.
Where is Christopher Rolf based?
Christopher Rolf’s registered office is in Wake Forest, NC.
Is Christopher Rolf registered with FINRA?
No. Christopher Rolf has no current broker registration.
Is Christopher Rolf a CFA charterholder?
Altrius Capital Management lists Christopher Rolf with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Christopher C. Rolf, CFA biography, altrius-capital.com
How can I verify Christopher Rolf’s record?
Search CRD 5359746 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Rolf’s full registration record.
