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Robert William Holler

D.B. Root & Company, LLC

Perrysburg, OH

Pittsburgh, PA

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Current Employers
D.B. Root & Company, Llc

436 Seventh Avenue Suite 2800, Pittsburgh, PA 15219 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-04-01
PA RA APPROVED 2024-04-01
  • OH RA
    APPROVED
    Since 2024-04-01
  • PA RA
    APPROVED
    Since 2024-04-01

Branch Locations

Perrysburg, OH • United States

436 Seventh Avenue Suite 2800, Pittsburgh, PA 15219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chapel Street Advisors Llc Perrysburg OH 04/2004 04/2024
D.B. Root & Company, Llc Perrysburg OH 04/2024 Present
  • 04/2004 → 04/2024
    Chapel Street Advisors Llc
    Perrysburg, OH
  • 04/2024 → Present
    D.B. Root & Company, Llc
    Perrysburg, OH
Previous Registrations
  • 2005-01-06 → 2024-04-01
    Chapel Street Advisors Llc
    Maumee, OH
    East Haddam, CT
    Perrysburg, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-09-01
S63 Uniform Securities Agent State Law Examination 2002-01-07
  • S65 Uniform Investment Adviser Law Examination
    2004-09-01
  • S63 Uniform Securities Agent State Law Examination
    2002-01-07

View on SEC IAPD

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