CS
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Charles Janssens Stout

29 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

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 Activities

Charles holds compensated board positions at Eden Hall Foundation and volunteer board positions at Camp Crestfield, Greater Pittsburgh Habitat for Humanity, and Advancing Investments in Malawi (AIIM). These activities are not investment-related.

Employment History
Current Registrations
D.B. Root & Company, LLC
October 2015 - Present · 10 yrs 4 mos
Previous Registrations
Commonwealth Financial Network
March 2011 - September 2015 · 4 yrs 6 mos
The Ayco Company,l.p.
May 1995 - April 2010 · 14 yrs 11 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Charles Janssens Stout - Financial Advisor | TrueAdvisor