D.B. Root & Company, LLC
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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
Years of Experience
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D.B. Root & Company, LLC Brokerage Details
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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.
D.B. Root & Company, LLC
R. Applegate & Associates LLC
Purshe Kaplan Sterling Investments
Cantor Fitzgerald Wealth Partners
Essex National Securities, Inc
First Commonwealth Financial Advisors, Inc
Mml Investors Services, Inc
Nancy Kunz has no disclosures.
Please visit their SEC profile for more details.