Investment adviser representative · Root Financial Partners

Erin R. Varghese

CRD 7210811 · Austin, TX

At a glance

Erin R. Varghese is an investment adviser representative with Root Financial Partners in Austin, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Erin’s SEC record dates to 2021, about 5 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

Root Financial PartnersSince May 2025Austin, TX · $2.1B in regulatory assets

SEC adviser record

Registered since: 2021 (5 years)
Designations: Certified Financial Planner
Exams: Series 65
Registered in: 2 states
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Erin’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 1 firmLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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