Erica Nicole Grundza

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Root Financial Partners
  Austin, TX
• 08/2018 → 06/2020
  The Ayco Company, L.P.
  Canonsburg, PA
• 02/2016 → 08/2018
  Pnc Bank
  Pittsburgh, PA
• 07/2020 → 03/2021
  Northwestern Mutual Investment Services Llc
  Tampa, FL
• 06/2020 → 03/2021
  Curtis Parry
  Tampa, FL
• 03/2021 → 03/2024
  Unique Wealth, Llc
  Tampa, FL
• 06/2018 → 06/2020
  Mercer Allied Company, L.P.
  Canonsburg, PA
• 03/2024 → 05/2026
  Betterment
  New York, NY

Previous Registrations

• 2024-03-27 → 2026-06-12
  Betterment
  New York, NY
  New Port Richey, FL
• 2021-03-04 → 2024-03-07
  Unique Wealth, Llc
  Tampa, FL
• 2020-07-22 → 2021-03-11
  Northwestern Mutual Investment Services, Llc
  Tampa, FL
• 2018-08-28 → 2020-06-05
  Goldman Sachs Wealth Services, L.P.
  Canonsburg, PA

Exams

• S66 Uniform Combined State Law Examination
  2018-08-27

Designations

• Certified Financial Planner

Other Names

• Erica Nicole Grundza
• Erica Grundza
• Erica Sittig