Mariia Eroshin is a CFA, CFP-designated registered investment advisor at Certuity, LLC, based in North Palm Beach, FL, with 11 years of industry experience. Mariia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 489 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Certuity's standard annual fee for managing your investments is a percentage of the value of your portfolio, typically between 0.30% and 1.50%. The specific rate depends on the amount you invest, the advisor you choose, and the services you receive. Fees are calculated based on the market value of your investments at the end of the previous quarter and are charged quarterly in advance. Certain clients have custom billing arrangements. If you invest in Certuity Private Funds, those assets are billed separately.
Location
1295 Us Highway One, Third Floor, North Palm Beach, FL, 33408
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Regulatory History
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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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
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citi Private Advisory, LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.