Robert William Holler
Investment adviser representative at D.B. Root & Company, LLC
22 yearsExperience
2 statesRegistered in
$952.4MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- D.B. Root & Company, LLCApr 2024 to now
- Chapel Street Advisors LLCApr 2004 to Apr 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (OH, PA).
D.B. Root & Company, LLC
$952.4MAssets managed
777Clients
15Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4401683
- Firm CRD
- 188512