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Heather Ostrowski

Chief Financial Officer at D.B. Root & Company

Firm officerUpdated

Heather Ostrowski has been Chief Financial Officer of D.B. Root & Company, LLC, a Pittsburgh, PA investment adviser managing $952M, since August 2015.

11
Years in role
$952M
Firm AUM
777
Firm clients
15
Firm advisers

From Form ADV filed 25 June 2026Form ADV

Career

Heather Ostrowski is a control person of D.B. Root & Company and directly owns under 5% of it.

D.B. Root & Company is an investment adviser based in Pittsburgh, PA, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $952 million, as filed on 25 June 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
4032832
Firm
D.B. Root & Company · CRD 188512
Role
Chief Financial Officer
In role since
August 2015 · 11 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Pittsburgh, PA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Heather Ostrowski work?

Heather Ostrowski has been Chief Financial Officer of D.B. Root & Company, LLC since August 2015, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 25 June 2026

How can I verify Heather Ostrowski’s record?

Heather Ostrowski’s role is listed on D.B. Root & Company, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 188512.

Source: Form ADV, Schedule A, filed 25 June 2026

Leadership at D.B. Root & Company

Sources

  1. IAPD individual lookup, CRD 4032832, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of D.B. Root & Company, LLC, filed 25 June 2026. Title, control and ownership bands.