Christopher Robert Stauffer

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 05/2018
  Bb&T Inst Invest Advisers
  Raleigh, NC
• 05/2018 → Present
  Captrust Financial Advisors
  Raleigh, NC

Previous Registrations

• 2016-01-20 → 2018-05-29
  Bb&T Institutional Investment Advisers, Inc.
  Raleigh, NC
  Greenville, SC
• 2012-11-13 → 2015-12-08
  Valley Forge Asset Management, Llc
  Wilmington, DE
  King Of Prussia, PA
• 2011-09-14 → 2012-05-30
  Ehd Advisory Services, Inc.
  Lancaster, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-14
• S63 Uniform Securities Agent State Law Examination
  2010-06-07

Other Names

• Christopher Stauffer