Robert Holler has been an investment adviser representative at D.B. Root & Company since April 2024, and is not listed among the firm’s executive officers or direct owners. Robert Holler holds a BS in Business Administration from Miami University and a Master's degree in Public and Private Management from Yale University.
D.B. Root & Company, LLC is a Pittsburgh, PA firm with $952M under management, 777 clients and 15 advisers across 2 offices, as of its June 2026 filing.
Robert Holler is a Senior Financial Advisor of DBR & CO, based in Pittsburgh. He joined DBR in 2024 as portfolio manager for the DBR Long Term Value Program and to coordinate expansion of the firm's Institutional Advisory Services offerings. From 2004 until 2024, he was Founder and Managing Director of Chapel Street Advisors LLC, a financial advisory boutique.
Robert Holler’s longest registration was 19 years at Chapel Street Advisors LLC (2005–2024). Before joining D.B. Root & Company in 2024, Robert Holler was registered through Chapel Street Advisors LLC.
- D.B. Root & Company, LLCCurrent– present · 2 yearsPerrysburg, OH · Adviser representative · Firm CRD 188512
- Chapel Street Advisors LLC– · 19 yearsPerrysburg, OH · Adviser representative · Firm CRD 132635
Investment adviser representative registrations
Robert Holler is registered as an investment adviser representative in 2 states. Each was approved in April 2024.
- OhioSince 1 April 2024
- PennsylvaniaSince 1 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 September 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 January 2002 |
| Series 7 | General Securities Representative Examination | 24 October 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert William Holler
- CRD
- 4401683
- Firm
- D.B. Root & Company · CRD 188512
- Office
- Perrysburg, OH
- Registration
- Investment adviser registration
- In the industry since
- January 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dbroot.com
Where does Robert Holler work?
Robert Holler is an investment adviser representative registered through D.B. Root & Company, LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Robert Holler a financial advisor?
Yes. Robert Holler has a current investment-adviser registration in Ohio and Pennsylvania, through D.B. Root & Company since April 2024.
How many years of experience does Robert Holler have?
Robert Holler has 21 years in the financial industry, since January 2005, across 2 adviser firms.
What exams has Robert Holler passed?
Robert Holler has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 2001.
Where did Robert Holler work before D.B. Root & Company?
Before D.B. Root & Company, Robert Holler was registered through Chapel Street Advisors LLC, January 2005 to April 2024.
Where is Robert Holler based?
Robert Holler’s registered office is in Perrysburg, OH.
Is Robert Holler registered with FINRA?
No. Robert Holler has no current broker registration.
How can I verify Robert Holler’s record?
Search CRD 4401683 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Holler’s full registration record.
David RootChief Executive- Heather OstrowskiChief Financial Officer
Jesse RootChief Operating Officer- Richard ChenChief Compliance Officer
Michael AroestyChief Investment Officer