AR
CFA
AR
CFA

Alec F Root

3 Years of Experience
May Earn Commission
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

South Boston, MA

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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
June 2022 - Present · 3 yrs 8 mos
State Registrations2 states
MAPA
Advisor
Exams
No exam information available for this advisor.