TrueAdvisor
TrueAdvisor
NK
CFP · ChFC
NK
CFP · ChFC

Nancy Israel Kunz

D.B. Root & Company, LLC
43 Years of Experience
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningBusiness OwnersHigh Net Worth
D.B. Root & Company, LLC
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
768 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$829.8M

Fee Structure

Location

436 Seventh Avenue, Suite 2800, Pittsburgh, PA, 15219

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
D.B. Root & Company, LLC
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
R. Applegate & Associates LLC
January 2018 - December 2018 · 11 mos
Cantor Fitzgerald Wealth Partners, LLC
April 2015 - January 2018 · 2 yrs 9 mos
Purshe Kaplan Sterling InvestmentsBroker
April 2014 - November 2019 · 5 yrs 7 mos
First Commonwealth Financial Advisors, INC.
July 2012 - November 2014 · 2 yrs 4 mos
Essex National Securities, LLC
January 2011 - April 2014 · 3 yrs 3 mos
Essex National Securities, LLCBroker
January 2011 - April 2014 · 3 yrs 3 mos
MML Investors Services, INC.
August 2010 - October 2010 · 2 mos
MML Investors Services, INC.Broker
April 2000 - October 2010 · 10 yrs 6 mos
The Advisors Group, INC.Broker
October 1994 - April 2000 · 5 yrs 6 mos
MML Investors Services, INC.Broker
August 1982 - October 1994 · 12 yrs 2 mos
Massachusetts Mutual Life Insurance CompanyBroker
July 1982 - January 1988 · 5 yrs 6 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.