Rootstock Investment Management, LLC

Rootstock Investment Management, LLC (CRD# 167665) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $285,850,000 in 164 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    286
    MILLION
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $1,742,988
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Rootstock Investment Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Gregory J. Simpson
CRD#: 2281029
2740 Smallman Street, Suite 4200, Pittsburgh, PA 15222
96
Wealthminder
score

Gregory Simpson (CRD# 2281029) is an Investment Advisor Representative working at Rootstock Investment Management, LLC in Pittsburgh, PA and has over 24 years of experience in the finance industry.

2
James E. Blue
CRD#: 6205303
2740 Smallman Street, Suite 4200, Pittsburgh, PA 15222
92
Wealthminder
score

James Blue (CRD# 6205303) is an Investment Advisor Representative working at Rootstock Investment Management, LLC in Pittsburgh, PA and has over 3 years of experience in the finance industry. James Blue has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ryan D. Gallagher
CRD#: 6394733
2740 Smallman Street, Suite 4200, Pittsburgh, PA 15222
90
Wealthminder
score

Ryan Gallagher (CRD# 6394733) is an Investment Advisor Representative working at Rootstock Investment Management, LLC in Pittsburgh, PA and has 1 year of experience in the finance industry. Ryan Gallagher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.