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Heather Ann Ostrowski

D.B. ROOT & COMPANY, LLC·PITTSBURGH, Pennsylvania
Unclaimed Profile
436 SEVENTH AVENUE, PITTSBURGH, PA 15219CRD# 4032832Firm CRD# 188512
01

About

Heather Ann Ostrowski is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with D.B. ROOT & COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
D.B. ROOT & COMPANY, LLC
D.B. ROOT & COMPANY, LLC
AUM
$714M
Regulatory assets under management
Employees
19
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4032832
Firm CRD# 188512
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Heather Ann Ostrowski offer?
Heather Ann Ostrowski specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Heather Ann Ostrowski's credentials?
Heather Ann Ostrowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heather Ann Ostrowski located?
Heather Ann Ostrowski is based in PITTSBURGH, Pennsylvania, working with D.B. ROOT & COMPANY, LLC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Heather Ann Ostrowski charge for services?
Heather Ann Ostrowski's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is D.B. ROOT & COMPANY, LLC?
D.B. ROOT & COMPANY, LLC has approximately 19 employees and manages $714M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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