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Syleste Marie Arroyo

Echo Wealth Management, LLC

Plymouth, MN

CRD 8144112

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Employer firm

Echo Wealth Management, LLC CRD 174136

$288M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Echo Wealth Management, Llc

3033 Campus Drive Suite N145, Plymouth, MN 55441-2651 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-04-22
  • MN RA
    APPROVED
    Since 2026-04-22

Branch Locations

3033 Campus Drive Suite N145, Plymouth, MN 55441-2651 • 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
Echo Wealth Management, Llc Plymouth MN 07/2025 Present
Silveroak Wealth Management, Llc Edina MN 08/2024 07/2025
Wiss & Company Llp Florham Park NJ 10/2022 07/2024
Riker Danzig Llp Morristown NJ 02/2022 10/2022
Fairleigh Dickinson University Madison NJ 08/2017 05/2022
Full Time Education Waterbury CT 08/2013 08/2017
  • 07/2025 → Present
    Plymouth, MN
  • 08/2024 → 07/2025
    Silveroak Wealth Management, Llc
    Edina, MN
  • 10/2022 → 07/2024
    Wiss & Company Llp
    Florham Park, NJ
  • 02/2022 → 10/2022
    Riker Danzig Llp
    Morristown, NJ
  • 08/2017 → 05/2022
    Fairleigh Dickinson University
    Madison, NJ
  • 08/2013 → 08/2017
    Full Time Education
    Waterbury, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-22
  • S65 Uniform Investment Adviser Law Examination
    2026-04-22

View on SEC IAPD

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