Mariia Eroshin, financial advisor Palo Alto CA
90 score

Mariia Eroshin

CRD Number: 6079201
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mariia Eroshin (CRD# 6079201) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America,n.a. Palo Alto, CA Jul 2012 - Current 4
Wharton Mba Program For Executives, University Of Pennsylvania San Francisco, CA May 2012 - Current 4
Merrill Lynch Pierce Fenner & Smith Inc. Palo Alto, CA Mar 2011 - Current 5
University Of San Francisco San Francisco, CA Apr 2008 - Current 8
Springcreek Advisors LLC Corte Madera, CA Dec 2006 - Mar 2011 4
Ernst & Young LLP San Francisco And Chicago, CA Jan 2004 - Dec 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Mariia Eroshin
Phone Number: 800-637-7455
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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