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Sean Patrick Nisil

Sean P. Nisil

ROOT FINANCIAL PARTNERS
Greenville, SC
Some features on this profile are disabled
CRD#: 5407497
Sean Patrick Nisil

Professional summary

Sean Patrick Nisil, CFP® is a registered financial advisor currently at ROOT FINANCIAL PARTNERS located in Greenville, South Carolina.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Sean has worked at 7 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Patrick Nisil's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

December 5, 2025 - Present

ROOT FINANCIAL PARTNERS

RIA
CRD#: 290289
Greenville, SC
Past

November 7, 2022 - December 12, 2025

BELPOINTE ASSET MANAGEMENT LLC

RIA
CRD#: 143440
Greenville, SC
Past

October 4, 2022 - November 4, 2022

ORIGIN INVESTMENT ADVISORY LLC

RIA
CRD#: 305353
GREENVILLE, SC
Past

April 26, 2022 - December 31, 2022

LIVING WELL FINANCIAL ADVISORS

RIA
CRD#: 318574
GREENVILLE, SC
Past

June 6, 2014 - December 13, 2021

SIMPLIFI, INC.

RIA
CRD#: 154900
SAN DIEGO, CA
Past

September 30, 2011 - May 30, 2014

ZERMATT WEALTH PARTNERS

RIA
CRD#: 105736
SAN DIEGO, CA
Past

September 13, 2007 - September 22, 2011

SECURITIES EQUITY GROUP

BD
CRD#: 47215
LA MESA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ROOT FINANCIAL PARTNERS
ROOT FINANCIAL PARTNERS
ROOT | ROOT FINANCIAL PARTNERS, LLC | ROOT FINANCIAL PARTNERS

CRD#: 290289 / SEC#: 801-125945

RIA
Registered Investment Advisory firm - (7/8/2022 Approved)
California
Registered Investment Advisory firm - (8/11/2022 Terminated)
Texas
Registered Investment Advisory firm - (7/12/2022 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
South Carolina
(12/5/2025)
IAR
Texas
(12/5/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/19/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/28/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 9/11/2007
Investment Company Products/Variable Contracts Representative Examination

Current Firm

ROOT FINANCIAL PARTNERS
ROOT FINANCIAL PARTNERS
ROOT | ROOT FINANCIAL PARTNERS, LLC | ROOT FINANCIAL PARTNERS

CRD#: 290289 / SEC#: 801-125945

RIA
Registered Investment Advisory firm - (7/8/2022 Approved)
California
Registered Investment Advisory firm - (8/11/2022 Terminated)
Texas
Registered Investment Advisory firm - (7/12/2022 Terminated)
PREMIUM
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Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
801 Barton Springs Rd, Austin, TX 78704
Mailing Address
1106 2nd Street Suite 102, Encinitas, CA 92024
Phone number
(760) 452-0720
Established
Firm type
Fiscal year end
# of Employees
65

SEC notice filing (39 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/14/2026)

Regulatory assets under management

Total Number of Accounts4,110
AUM (Assets Under Management)$ 2,147,774,389

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ROOT FINANCIAL PARTNERS

ROOT FINANCIAL PARTNERS

CRD#: 290289Greenville, SC

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