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Erica Lynn Arroyo

Ma Private Wealth, LLC

San Carlos, CA

CRD 4873607

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Employer firm

Ma Private Wealth, LLC CRD 291366

$686M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Ma Private Wealth, Llc

1355 A San Carlos Avenue, San Carlos, CA 94070 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-01-27
CA RA APPROVED 2018-01-26
  • TX RA
    APPROVED_RES
    Since 2018-01-27
  • CA RA
    APPROVED
    Since 2018-01-26

Branch Locations

1355A San Carlos Avenue, San Carlos, CA 94070 • 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
Ameriprise Financial Services, Inc. San Carlos CA 07/2014 01/2018
Ma Private Wealth Llc San Carlos CA 01/2018 Present
  • 07/2014 → 01/2018
    Ameriprise Financial Services, Inc.
    San Carlos, CA
  • 01/2018 → Present
    Ma Private Wealth Llc
    San Carlos, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-28
  • S66 Uniform Combined State Law Examination
    2009-03-28
Other Names
  • Erica Lynn Acaya

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
PROPEL VENTURE PARTNERS MANAGEMENT CO.
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

Mallory Nichole Davis
VIJAY C PATEL
MARTIN SCOTT MILLER

Nearby Offices

MA PRIVATE WEALTH, LLC · SAN CARLOS, CA
OSAIC WEALTH, INC. · SAN CARLOS, CA
PROPEL VENTURE PARTNERS MANAGEMENT CO. · SAN CARLOS, CA

More in San Carlos, CA

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