Curtis Westphal Hart
Investment adviser representative at D.B. Root & Company, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- D.B. Root & Company, LLCMar 2024 to now
- UnemployedSep 2023 to Mar 2024
- Federated Global Investment Management Corp.Aug 2020 to Sep 2023
- Federated Investment CounselingAug 2020 to Sep 2023
- Mdt Advisers, A Division of Federated Mdta LLCAug 2020 to Sep 2023
- Federated Hermes, Inc.Jun 2020 to Sep 2023
- Federated Securities Corp.Jun 2020 to Sep 2023
- Greenleaf Lawn & LandscapeMay 2020 to Jun 2020
- Northwestern MutualMay 2019 to Apr 2020
- Greenleaf Lawn & LandscapeMay 2017 to Aug 2018
- University of PittsburghAug 2016 to Apr 2020
- Kumon Learning CenterMay 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (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
- 7099801
- Firm CRD
- 188512