Jeremy Lee Suschak

CFP

10 Years of Experience

May Earn Commission

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

Get directions

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.

Employment History

Current Registrations

D.B. Root & Company, LLC

February 2016 - Present · 10 yrs

Previous Registrations

Commonwealth Financial Network

April 2015 - September 2015 · 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.