Steven
Kohler

D.B. Root & Company, LLC

CRD#2481078
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Steven Kohler is a certified financial planner based in Pittsburgh, Pennsylvania. Currently an investment advisor at D.B. Root & Company, LLC, they have accrued 15 years of experience in the financial advisory industry. Kohler has Series 63 and Series 66 licenses, certifying them as a securities representative. Kohler can act as a financial advisor based out of Pennsylvania. Their career trajectory has included roles at Db Root & Company, Inc, D. B. Root & Co, Purshe Kaplan Sterling Investments and Commonwealth Financial Network. 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 bigger firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 5% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. 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's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

15 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

Steven Kohler Work History

Steven has 15 years of experience.

2015 - Present (4 years)

Db Root & Company, Inc

2015 - Present (4 years)

Purshe Kaplan Sterling Investments

2010 - 2015 (5 years)

Commonwealth Financial Network

2003 - 2010 (7 years)

D. B. Root & Co

2003 - 2015 (12 years)

Commonwealth Financial Network

Disclosures

Steven Kohler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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