Syleste Marie Arroyo
Investment adviser representative at Echo Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$288.2MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Cerity Partners LLCOct 2026 to now
- Echo Wealth Management, LLCJul 2025 to now
- Silveroak Wealth Management, LLCSep 2024 to Jun 2025
- Wiss & Company LLPOct 2022 to Jul 2024
- Riker Danzig LLPFeb 2022 to Oct 2022
- Fairleigh Dickinson UniversityAug 2017 to May 2025
- Full Time EducationAug 2013 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
Echo Wealth Management, LLC
$288.2MAssets managed
144Clients
4Advisers
6 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
- 8144112
- Firm CRD
- 174136