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Nancy Israel Kunz

Investment Adviser Representative at D.B. ROOT & COMPANY, LLC

Pittsburgh, PACRD #1035821Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
44 yrs
States Registered
1 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Nancy Israel Kunz has worked in the securities industry since 1982. They have passed the Series 63, 24, 22, 7, and 6 examinations. They are registered to provide investment advisory services in Pennsylvania.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Pennsylvania
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 8/20/1982
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/24/1995
Series 22
Direct Participation Programs Representative Examination
Passed 9/22/1983
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/28/1982
Series 24
General Securities Principal Examination
Passed 7/13/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

D.B. ROOT & Company, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

D.B. ROOT & COMPANY, LLCCurrent
1/5/2018Pittsburgh, PA
R. APPLEGATE & ASSOCIATES LLC
1/8/201812/31/2018Pittsburgh, PA
CANTOR FITZGERALD WEALTH PARTNERS, LLC
4/2/20151/4/2018Pittsburgh, PA
FIRST COMMONWEALTH FINANCIAL ADVISORS, INC.
7/6/201211/12/2014Pittsburgh, PA
ESSEX NATIONAL SECURITIES, LLC
1/19/20114/9/2014Wexford, PA
MML INVESTORS SERVICES, INC.
8/26/201010/7/2010Pittsburgh, PA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nancy Israel Kunz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Nancy Israel Kunz - Financial Advisor in Pittsburgh, PA | AdvisorFinder