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RIA / WealthAdvisor22 years in industry

CHRISTOPHER MARTIN MOONEY

Advisor at CAPTRUST

Rochester, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:45c773ca-46fd-b66c-ce6b-ab92f459fbb5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: May 7, 2021 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Christopher Martin Mooney

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
First registration: May 7, 2021
Dual registered: no
Other names: Chris Martin Mooney
IAPD individual key: 7090078

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Captrust	Institutional manager	Nov 6, 2025	n/a	yes	Rochester, NY	Current employment
COBBLESTONE CAPITAL ADVISORS, LLC	Former SEC adviser	May 7, 2021	Dec 31, 2025	no	ROCHESTER, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COBBLESTONE CAPITAL ADVISORS, LLC	Captrust	Dec 31, 2025	Nov 6, 2025	-55	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
108023:175112:NY:2025-12-31	Dec 31, 2025	Nov 6, 2025	ROCHESTER, NY	Firm change after gap

Relationships

Registered with (2)

→ CAPTRUSTRegistered adviserregistration: current employment
Nov 6, 2025 to presentfactForm ADV
→ COBBLESTONE CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
May 7, 2021 to Dec 31, 2025factForm ADV

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
Christopher Martin Mooney left Cobblestone Capital Advisors, Llc for Captrust (registered 2025-11-06)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:45c773ca-46fd-b66c-ce6b-ab92f459fbb5
First observed: May 7, 2021
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CHRISTOPHER MARTIN MOONEY

Advisor at CAPTRUST

Rochester, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:45c773ca-46fd-b66c-ce6b-ab92f459fbb5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:37 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Captrust

Institutional manager

Nov 6, 2025

n/a

yes

Rochester, NY

Current employment

COBBLESTONE CAPITAL ADVISORS, LLC

Former SEC adviser

May 7, 2021

Dec 31, 2025

ROCHESTER, NY

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

COBBLESTONE CAPITAL ADVISORS, LLC

Captrust

Dec 31, 2025

Nov 6, 2025

-55

Firm change after gap

Other

Team

Left

Joined

From

Kind

108023:175112:NY:2025-12-31

Dec 31, 2025

Nov 6, 2025

ROCHESTER, NY

Firm change after gap