Agustin Arroyo
Investment adviser representative at Ameriprise Financial Services, LLC
19 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
Are you Agustin Arroyo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Ameriprise Financial Services, LLCAug 2024 to now
- Paternity LeaveApr 2024 to Aug 2024
- Charles Schwab & Co., Inc.Sep 2021 to Apr 2024
- Charles Schwab Bank, SsbSep 2021 to Apr 2024
- Cetera Advisor NetworksSep 2019 to Jul 2021
- Cwm, dba Carson Group PartnersAug 2019 to Jul 2021
- Tc TransportationOct 2018 to Mar 2021
- Parson Accounting and Tax ServicesJul 2017 to Jul 2021
- Parsons Wealth ManagementJul 2017 to Jul 2021
- LPL Financial, LLCJun 2017 to Sep 2019
- Nor-cal Moving ServicesJan 2013 to Apr 2017
- Full Time EducationJan 2007 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6339139
- Firm CRD
- 6363