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Mariia Eroshin

Certuity, LLC

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About Mariia Eroshin

Mariia Eroshin is a financial advisor with Certuity, LLC, based in North Palm Beach, FL. Mariia has been in the industry since 2012 and holds Series 7 and 66 securities licenses as well as the SIE. Mariia also has experience with UBS Financial Services Inc., Citi Private Advisory, LLC, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mariia is a Certified Financial Planner and a Chartered Financial Analyst. In addition to her work at Certuity, LLC, Mariia is also an adjunct faculty member at the University of San Francisco.

Firm Information

Mariia Eroshin is currently registered with Certuity, LLC. Certuity, LLC is a Registered Investment Advisor headquartered in NORTH PALM BEACH, FL. The firm has 24 investment advisor representatives and manages over $3.9 billion in assets for a variety of clients, including high-net-worth individuals, pooled investment vehicles, and charitable organizations. Certuity provides financial planning, pension consulting, and portfolio management services.
Certuity, LLC

1295 US HIGHWAY ONE

NORTH PALM BEACH, FL 33408

$3.96B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mariia Eroshin’s Registration & Firm History

FL

06/05/2023 - Present

Certuity, LLC (NORTH PALM BEACH FL)

CA

06/17/2019 - 07/15/2021

UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)

CA

01/17/2018 - 06/20/2019

CITI PRIVATE ADVISORY, LLC (San Francisco CA)

CA

04/18/2017 - 06/20/2019

CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)

CA

07/16/2012 - 04/18/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)

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Licenses & Designations

BOTH

Issued 08/11/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mariia Eroshin.
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