Nancy Israel Kunz

Employer firm

D.b. Root & Company, LLC CRD 188512

$952M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 11/2019
  Purshe Kaplan Sterling Investments
  Albany, NY
• 04/2014 → 12/2017
  Cantor Fitzgerald Wealth Partners
  New York, NY
• 01/2018 → Present
  D.B. Root & Company, Llc
  Pittsburgh, PA
• 01/2018 → 12/2018
  R. Applegate & Associates Llc
  Allison Park, PA

Previous Registrations

• 2018-01-08 → 2018-12-31
  R. Applegate & Associates Llc
  Pittsburgh, PA
  Pittsburgh, PA
• 2015-04-02 → 2018-01-04
  Cantor Fitzgerald Wealth Partners, Llc
  Pittsburgh, PA
• 2012-07-06 → 2014-11-12
  First Commonwealth Financial Advisors, Inc.
  Pittsburgh, PA
• 2011-01-19 → 2014-04-09
  Essex National Securities, Llc
  Wexford, PA
  Pittsburgh, PA
• 2010-08-26 → 2010-10-07
  Mml Investors Services, Llc
  Pittsburgh, PA
  Pittsburgh, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-08-20

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Nancy Leven Israel