SK
CFP
SK
CFP

Steven Martin Kohler

28 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningBusiness OwnersHigh Net Worth
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

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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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Other Business ActivitiesSells Insurance

Steven sells fixed insurance products, dedicating a few hours per week to this activity. He also owns rental property, but this is not investment-related and requires minimal time.

Employment History
Current Registrations
D.B. Root & Company, LLC
October 2015 - Present · 10 yrs 4 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2015 - December 2024 · 9 yrs 2 mos
Commonwealth Financial Network
June 2010 - September 2015 · 5 yrs 3 mos
D.B. Root & Company, INC.
February 2006 - December 2010 · 4 yrs 10 mos
Commonwealth Financial NetworkBroker
November 2003 - September 2015 · 11 yrs 10 mos
Federated Securities CORP.Broker
December 1997 - May 2001 · 3 yrs 5 mos
Dreyfus Investment Services CorporationBroker
January 1995 - January 1998 · 3 yrs
L.C. Wegard & CO., INC.Broker
June 1994 - July 1994 · 1 mo
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.
Steven Martin Kohler - Financial Advisor | TrueAdvisor