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Adam M Souply

D.b. Root & Company, LLC

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About Adam M Souply

Adam M. Souply is a Registered Investment Advisor representative at D.b. Root & Company, LLC. Adam is a Chartered Financial Analyst and has been in the financial industry since September 2014. Adam holds the Series 66, Series 7 and SIE licenses. Adam has prior experience at Commonwealth Financial Network. Adam specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisors. Adam works with a wide variety of clients including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals.

Firm Information

Adam Souply is currently registered with D.b. Root & Company, LLC. D.b. Root & Company, LLC is an investment advisor headquartered in Pittsburgh, Pennsylvania. The firm primarily provides financial planning, pension consulting, and portfolio management services to individuals, businesses, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. They manage over $713 million in assets and have a team of 15 professionals.
D.b. Root & Company, LLC

436 SEVENTH AVENUE

PITTSBURGH, PA 15219

$713.53M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Souply’s Registration & Firm History

PA

09/26/2016 - Present

D.b. Root & Company, LLC (PITTSBURGH PA)

PA

11/21/2014 - 09/30/2015

COMMONWEALTH FINANCIAL NETWORK (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 01/05/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/30/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam M Souply.
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