Mariia Eroshin

Employer firm

Certuity, LLC CRD 129505

$3.30B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → 04/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palo Alto, CA
• 04/2008 → Present
  University Of San Francisco
  San Francisco, CA
• 07/2012 → 04/2017
  Bank Of America,N.A.
  Palo Alto, CA
• 04/2017 → 06/2019
  Citigroup
  San Franciso, CA
• 06/2019 → 07/2021
  Ubs
  San Francisco, CA
• 07/2021 → 05/2023
  Family Office
  San Francisco, CA
• 05/2023 → Present
  Certuity, Llc
  San Francisco, CA

Previous Registrations

• 2019-06-18 → 2021-07-15
  Ubs Financial Services Inc.
  San Francisco, CA
• 2017-04-18 → 2019-06-20
  Citigroup Global Markets Inc.
  San Francisco, CA
• 2012-08-16 → 2017-04-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Palo Alto, CA

Other Businesses

(1) UNIVERSITY OF SAN FRANCISCO, NOT INVESTMENT-RELATED, EDUCATIONAL INSTITUTION, 2130 FULTON STREET, SAN FRANCISCO, CA 94117. TEACH CLASSES, ADJUNCT FACULTY, STARTED APRIL 2008, SEVERAL SATURDAYS A YEAR, NONE DURING BUSINESS HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-11

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Mariia Kouznetsova