Alec Root (CRD# 6079395) is an Investment Advisor Representative working at D.b. Root & Company, LLC in South Boston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| D.b. Root & Company, LLC | South Boston, MA | Jun 2022 - Current | 1 |
| Kellogg School Of Management At Northwestern University | Evanston, IL | Aug 2020 - Jun 2022 | 1 |
| Cambridge Associates | Boston, MA | Dec 2019 - Jul 2020 | < 1 |
| Cambridge Associates | Boston, MA | May 2017 - Dec 2019 | 2 |
| Cambridge Associates | Arlington, VA | Jul 2015 - May 2017 | 1 |
| Bowdoin College | Brunswick, ME | Aug 2011 - May 2015 | 3 |
- MA
- PA
-
Total Assets Under Management714MILLIONS
-
Total Number of Accounts2,441ACCOUNTS
-
Average Account Value$292,310
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, GA, IL, LA, MA, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WV
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