TrueAdvisor
TrueAdvisor
CH
CH

Curtis Westphal Hart

D.B. Root & Company, LLC
4 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

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.

Learn about disclosures →
Employment History
Current Registrations
D.B. Root & Company, LLC
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Federated Global Investment Management CORP.
August 2021 - September 2023 · 2 yrs 1 mo
Mdt Advisers, a Division of Federated Mdta LLC
September 2020 - September 2023 · 3 yrs
Federated Investment Counseling
August 2020 - September 2023 · 3 yrs 1 mo
Federated Securities CORP.
August 2020 - September 2023 · 3 yrs 1 mo
Federated Securities CORP.Broker
August 2020 - September 2023 · 3 yrs 1 mo
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.