TrueAdvisor
TrueAdvisor
LM
CFP
LM
CFP

Loraine Ziegler Montanye

D.B. Root & Company, LLC
6 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
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Fsc Securities CorporationBroker
January 2017 - December 2017 · 11 mos
Kestra Investment Services, LLCBroker
January 2015 - October 2016 · 1 yr 9 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.