UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
17yrs
Christopher Wolf
Full name on record: Christopher David Wolf
Financial advisor at Rockefeller Capital Management
Christopher Wolf has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Dallas, Texas. After 11 years at Merrill, Christopher joined Rockefeller Capital Management in 2020, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 59% of advisors in Texas
Office300 Crescent Court Suite 1450, Dallas, TX 75201
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.72 million
Advisors at the firm1,036
States licensed ?1 state
Services through Rockefeller Capital Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowRockefeller Financial LLCCurrent firm
- 2009 – 2020MerrillPreviously
Contact Christopher
(212) 549-5100Firm headquarters in New York, NY. Ask for Christopher. 300 Crescent Court Suite 1450Dallas, TX 75201Office · Get directions
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Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Christopher
How do I contact Christopher?
Call Rockefeller Capital Management at (212) 549-5100 and ask for Christopher Wolf. Christopher works from the Dallas, TX office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2009, about 17 years. More experience than 59% of advisors in Texas.
What licenses does Christopher hold?
Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Rockefeller Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Christopher for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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