Nancy
Kunz

D.B. Root & Company, LLC

CRD#1035821
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Nancy Kunz is a certified financial planner and chartered financial consultant in Pittsburgh, Pennsylvania. Currently an advisor at D.B. Root & Company, LLC, Kunz has 18 years of professional experience. Kunz holds a Series 63 license, designating them as a securities representative. Kunz can operate in Pennsylvania. Throughout their career, they have worked at First Commonwealth Financial Advisors, Inc, Mml Investors Services, Inc, Massmutual, Purshe Kaplan Sterling Investments, Cantor Fitzgerald Wealth Partners, Essex National Securities, Inc, D.B. Root & Company, LLC and R. Applegate & Associates LLC. D.B. Root & Company, LLC is headquartered in Pittsburgh, Pennsylvania. As a firm, D.B. Root & Company, LLC oversees $407 million in assets throughout 2,087 client accounts and employs 19 staff members. The amount of assets the firm manages makes it one of the larger financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. D.B. Root & Company, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

18 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

436 Seventh Avenue Suite 2800
Pittsburgh, PA 15219

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D.B. Root & Company, LLC Brokerage Details

Total Assets Under Management

$644,271,941

PA Average: $15,833,994,310
Total Number of Employees

21

PA Average: 41
Total Number of Accounts

2,517

PA Average: 3,342
Average Account Size

$255,968

PA Average: $4,737,880

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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

Nancy Kunz Work History

Nancy has 18 years of experience.

2018 - Present (1 years)

D.B. Root & Company, LLC

2018 - Present (1 years)

R. Applegate & Associates LLC

2014 - Present (5 years)

Purshe Kaplan Sterling Investments

2014 - 2017 (3 years)

Cantor Fitzgerald Wealth Partners

2011 - 2014 (3 years)

Essex National Securities, Inc

2010 - 2014 (4 years)

First Commonwealth Financial Advisors, Inc

2000 - 2010 (10 years)

Mml Investors Services, Inc

2000 - 2010 (10 years)

Massmutual

Disclosures

Nancy Kunz has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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