Erica Arroyo (CRD# 4873607) is an Investment Advisor Representative working at Ma Private Wealth, LLC in San Carlos, CA and has over 15 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ma Private Wealth LLC | San Carlos, CA | Jan 2018 - Current | 6 |
| Ameriprise Financial Services, Inc. | San Carlos, CA | Jul 2014 - Jan 2018 | 3 |
| Unemployed | San Jose, CA | Feb 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2009 |
- CA
- TX
-
Total Assets Under Management513MILLIONS
-
Total Number of Accounts345ACCOUNTS
-
Average Account Value$1,487,421
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, FL, NV, TX, WA
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