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Susanna Margaret Van Rooyen

Root Financial Partners

Austin, TX

Seattle, WA

CRD 8044989

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Employer firm

Root Financial Partners CRD 290289

$2.15B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Root Financial Partners

801 Barton Springs Rd, Austin, TX 78704 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-05
WA RA APPROVED 2025-02-19
  • TX RA
    APPROVED
    Since 2026-01-05
  • WA RA
    APPROVED
    Since 2025-02-19

Branch Locations

801 Barton Springs Rd, Austin, TX 78704 • United States

Seattle, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Saint Michael's College Colchester VT 08/2015 05/2019
Howard Center Burlington VT 03/2019 10/2022
Pathway Financial Advisors South Burlington VT 01/2023 03/2024
Root Financial Partners Encinitas CA 03/2024 11/2024
Root Financial Partners Encinitas CA 11/2024 Present
  • 08/2015 → 05/2019
    Saint Michael's College
    Colchester, VT
  • 03/2019 → 10/2022
    Howard Center
    Burlington, VT
  • 01/2023 → 03/2024
    Pathway Financial Advisors
    South Burlington, VT
  • 03/2024 → 11/2024
    Root Financial Partners
    Encinitas, CA
  • 11/2024 → Present
    Root Financial Partners
    Encinitas, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-08
  • S65 Uniform Investment Adviser Law Examination
    2025-02-08
Other Names
  • Zana Margaret Van Rooyen

View on SEC IAPD

Nearby Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES

Nearby Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner

Nearby Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX

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