ME
CFA · CFP
ME
CFA · CFP

Mariia Eroshin

11 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
489 clients
Average Client Portfolio
$6.3M average
Assets Under Management
$3.1B

Fee Structure

Financial Planning:Investment management only
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Location

1295 Us Highway One, Third Floor, North Palm Beach, FL, 33408

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mariia is an adjunct faculty member at the University of San Francisco since 2008, teaching classes on several Saturdays throughout the year. This activity is not investment-related and occurs outside of business hours.

Employment History
Current Registrations
Certuity, LLC
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
June 2019 - July 2021 · 2 yrs 1 mo
UBS Financial Services INC.Broker
June 2019 - July 2021 · 2 yrs 1 mo
Citi Private Advisory, LLCBroker
January 2018 - June 2019 · 1 yr 5 mos
Citigroup Global Markets INC.
April 2017 - June 2019 · 2 yrs 2 mos
Citigroup Global Markets INC.Broker
April 2017 - June 2019 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2012 - April 2017 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2012 - April 2017 · 4 yrs 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.