Financial ADVSR advisor directory · SEC adviser records
D.B. Root & Company, LLC financial advisors in Pittsburgh, PA
Every SEC-registered investment adviser representative at a D.B. Root & Company, LLC office in Pittsburgh, A to Z.
12 registered advisors work at D.B. Root & Company, LLC in Pittsburgh, out of 15 at the firm nationwide; it ranks number 34 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
D.B. Root & Company, LLC advisors in Pittsburgh, A to Z
Every D.B. Root & Company, LLC advisor →- Richard R. ApplegateChartered Financial Consultant
- Taylor K. GlockInvestment adviser rep
- Ryan H. GroveInvestment adviser rep
- Curtis W. HartInvestment adviser rep
- Steven M. KohlerCertified Financial Planner
- Nancy I. KunzCertified Financial Planner, Chartered Financial Consultant
- Loraine Z. MontanyeCertified Financial Planner
- David B. Root Jr.Certified Financial Planner
- Jesse B. RootChartered Financial Analyst
- Adam M. SouplyChartered Financial Analyst
- Charles J. StoutInvestment adviser rep
- Jeremy L. SuschakCertified Financial Planner
D.B. Root & Company, LLC advisors in every city and state →D.B. Root & Company, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
D.B. Root & Company, LLC advisors in other cities
Other firms in Pittsburgh
All Pittsburgh advisors →Federated Securities Corp. 163Federated Investment Counseling 131PNC Wealth Management LLC 90Merrill Lynch, Pierce, Fenner & Smith Incorporated 64LPL Financial LLC 60Morgan Stanley 57Federated Global Investment Management Corp. 52Mdt Advisers, A Division Of Federated Mdta LLC 51Equitable Advisors, LLC 43Ameriprise Financial Services, LLC 41Park Avenue Securities LLC 34Janney Montgomery Scott LLC 32
Questions
How many financial advisors does D.B. Root & Company, LLC have in Pittsburgh?
12 investment adviser representatives are registered at D.B. Root & Company, LLC offices in Pittsburgh, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 15 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is D.B. Root & Company, LLC one of the largest advisor employers in Pittsburgh?
D.B. Root & Company, LLC ranks number 34 in Pittsburgh by registered advisors; Federated Securities Corp. has the most, with 163.
How do I check a D.B. Root & Company, LLC advisor in Pittsburgh?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the D.B. Root & Company, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.