Erin Moriarity
Investment adviser representative at Root Financial Partners
10 yearsExperience
2 statesRegistered in
$2.1BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Root Financial PartnersMay 2026 to now
- Superior Dental PartnersJan 2022 to now
- Erin Talks MoneyJan 2021 to now
- Elevate Billing SolutionsJan 2022 to Dec 2022
- Smilewell DentalJan 2020 to Dec 2021
- CrunchJan 2018 to Dec 2019
- Boyne City DentalJan 2016 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Root Financial Partners
Legal name: Root Financial Partners, LLC
$2.1BAssets managed
858Clients
64Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8305762
- Firm CRD
- 290289