David
Root
D.B. Root & Company, LLC
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About this Advisor
David Root is a financial advisor based in Pittsburgh, Pennsylvania, working with D.B. Root & Company, LLC. David has previously held positions at Commonwealth Equity Services, Inc, D.B. Root & Company, Purshe Kaplan Sterling Investments, and Db Root & Company, LLC. David has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, David is part of D.B. Root & Company, LLC, which operates out of Pittsburgh, Pennsylvania. The firm has 19 employees and manages assets totaling $713.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at D.B. Root & Company, LLC includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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D.B. Root & Company, LLC Brokerage Details
$713,529,776
19
2,441
$292,310
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
David Root Work History
Db Root & Company, LLC
Purshe Kaplan Sterling Investments
Commonwealth Equity Services, Inc
D.B. Root & Company
Disclosures
Please visit the SEC profile of David Root to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at D.B. Root & Company, LLC
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
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