linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael J Aroesty

D.b. Root & Company, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael J Aroesty

Michael Aroesty is a financial advisor registered with D.B. Root & Company, LLC in Pittsburgh, PA. Michael has been in the industry since 2009 and holds the Series 66, Series 7, and SIE licenses. Michael has also earned the designation of Certified Financial Planner. In addition to working with D.B. Root & Company, LLC, Michael has also worked with Commonwealth Financial Network and Purshe Kaplan Sterling Investments. Michael's current focus is providing financial advice to individuals, businesses, charitable organizations, pension and profit-sharing plans.

Firm Information

Michael Aroesty 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Aroesty’s Registration & Firm History

PA

07/31/2019 - Present

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

PA

10/01/2015 - 08/24/2016

PURSHE KAPLAN STERLING INVESTMENTS (Pittsburgh PA)

PA

07/26/2010 - 09/30/2015

COMMONWEALTH FINANCIAL NETWORK (PITTSBURGH PA)

Not sure if Michael J Aroesty is right for you?

Licenses & Designations

BOTH

Issued 11/01/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/24/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael J Aroesty.
Not sure if Michael J Aroesty is right for you?