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Erica Lynn Arroyo

MA PRIVATE WEALTH, LLC·SAN CARLOS, California
SIE, Series 7, Series 66Clean record17 years registeredMA PRIVATE WEALTH, LLC
1355 A SAN CARLOS AVENUE, SAN CARLOS, CA 94070CRD# 4873607Firm CRD# 291366

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Erica Lynn Arroyo · SAN CARLOS, CA
Registration
CRD #4873607 · MA PRIVATE WEALTH, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

MA PRIVATE WEALTH, LLC
Jan 2018 – present
AMERIPRISE FINANCIAL SERVICES, INC.
Jul 2014 – Jan 2018
SAN CARLOS, CA
AMERIPRISE FINANCIAL SERVICES, INC.
Mar 2009 – Mar 2014
OAKDALE, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 30, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MA PRIVATE WEALTH, LLC
CRD 291366 · SEC 801-112344
AUM
$513M
Regulatory assets under management
Employees
8
345 client accounts
Services offered by MA PRIVATE WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MA PRIVATE WEALTH, LLC →
Introduction

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05

Frequently Asked Questions

What services does Erica Lynn Arroyo offer?
Erica Lynn Arroyo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN CARLOS, California for a consultation.
What are Erica Lynn Arroyo's credentials?
Erica Lynn Arroyo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erica Lynn Arroyo located?
Erica Lynn Arroyo is based in SAN CARLOS, California, working with MA PRIVATE WEALTH, LLC. Their office serves clients in the SAN CARLOS metropolitan area and surrounding communities.
How does Erica Lynn Arroyo charge for services?
Erica Lynn Arroyo's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MA PRIVATE WEALTH, LLC?
MA PRIVATE WEALTH, LLC has approximately 8 employees and manages $513M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MA PRIVATE WEALTH, LLC

Martin Scott Miller
SAN CARLOS, CA

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