Nancy I. Kunz

D.B. ROOT & COMPANY

PITTSBURGH, PA 15219

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CRD#: 1035821

Professional summary

Nancy Israel Kunz, CFP®, who also goes by Nancy Leven Israel, is a registered financial advisor currently at D.B. ROOT & COMPANY, LLC located in Pittsburgh, Pennsylvania.

Nancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Nancy has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

What are your service offerings?

Estate Planning

Investment Planning

Retirement Planning

Insurance Planning

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Are you a "fiduciary"?

Yes

Aliases

Nancy Leven Israel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) R. Applegate & Associates, LLC-Investment related-436 Seventh Ave, Pittsburgh, PA 15219-RIA-Director, Financial planning & operations-1/1/2018-80 hrs/mth-100% during tradin ghrs-Creates firm lans, assisting in serving RIA clients. (2)D.B. ROOT & COMPANY, LLC, INVESTMENT-RELATED, PITTSBURGH, PA, INVESTMENT ADVISER, INVESTMENT ADVISER REPRESENTATIVE, 01/2018, APPROX 80 HRS/MONTH (APPROX 80 HRS/MONTH DURING TRADING HRS), INVESTMENT ADVISORY SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nancy Israel Kunz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

January 5, 2018 - Present

D.B. ROOT & COMPANY, LLC

Office #1: 436 Seventh Avenue Suite 2800, Pittsburgh, PA 15219

RIA

CRD#: 188512

PITTSBURGH, PA

Past

January 8, 2018 - December 31, 2018

R. APPLEGATE & ASSOCIATES LLC

RIA

CRD#: 290992

PITTSBURGH, PA

Past

April 2, 2015 - January 4, 2018

CANTOR FITZGERALD WEALTH PARTNERS, LLC

RIA

CRD#: 167479

PITTSBURGH, PA

Past

April 21, 2014 - November 29, 2019

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Pittsburgh, PA

Past

July 6, 2012 - November 12, 2014

FIRST COMMONWEALTH FINANCIAL ADVISORS, INC.

RIA

CRD#: 111505

PITTSBURGH, PA

Past

January 19, 2011 - April 9, 2014

ESSEX NATIONAL SECURITIES, LLC

RIA

CRD#: 25454

WEXFORD, PA

Past

January 19, 2011 - April 9, 2014

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

WEXFORD, PA

Past

August 26, 2010 - October 7, 2010

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

PITTSBURGH, PA

Past

April 19, 2000 - October 7, 2010

MML INVESTORS SERVICES, LLC

CRD#: 10409

PITTSBURGH, PA

Past

October 11, 1994 - April 14, 2000

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

Past

August 4, 1982 - October 10, 1994

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

July 1, 1982 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

CRD#: 2682

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

D.B. ROOT & COMPANY, LLC

CRD#: 188512 / SEC#: 801-106632

RIA

Registered Investment Advisory firm - (9/11/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(1/5/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/20/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/24/1995

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 9/22/1983

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 6/28/1982

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/13/1999

General Securities Principal Examination

Current Firm

D.B. ROOT & COMPANY, LLC

CRD#: 188512 / SEC#: 801-106632

RIA

Registered Investment Advisory firm - (9/11/2015 Approved)

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Contact information

Main Address

436 Seventh Avenue Suite 2800, Pittsburgh, PA 15219

Mailing Address

Phone number

(412) 227-2800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

D.B. ROOT & COMPANY, LLC DISCLOSURE BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts	2,536
AUM (Assets Under Management)	$ 829,797,025

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Nancy I. Kunz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nancy Israel Kunz's CRS (Customer Relationship Summary).

Certified licenses

Experience

R. APPLEGATE & ASSOCIATES LLC

CANTOR FITZGERALD WEALTH PARTNERS, LLC

PURSHE KAPLAN STERLING INVESTMENTS

FIRST COMMONWEALTH FINANCIAL ADVISORS, INC.

ESSEX NATIONAL SECURITIES, LLC

ESSEX NATIONAL SECURITIES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

THE ADVISORS GROUP, INC.

MML INVESTORS SERVICES, LLC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

Primary Firm SEC Registration

D.B. ROOT & COMPANY, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/20/1982

SIE

Date: 10/1/2018

Series 7

Date: 3/24/1995

Series 22

Date: 9/22/1983

Series 6

Date: 6/28/1982

Series 24

Date: 7/13/1999

Current Firm

D.B. ROOT & COMPANY, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

D.B. ROOT & COMPANY, LLC

TRUST BUT VERIFY

Contact information

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