Julia E Maricich

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 01/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Long Beach, CA
• 03/2016 → Present
  Bank Of America, N.A.
  Rollling Hills, CA

Other Businesses

I*: 2415340 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Long Beach, CA 90815 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 04/25/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Owner of rental property I*: 2467299 Entity Type: Charitable Name of OBA: Palos Verdes Art Center Address: Rancho Palos Verdes, CA 90275 Investment Related: No Position, Title, Association: Board member Employee Start Date: 07/01/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: General committee responsibilities related to membership, community outreach, governance ideas, fundraising, etc. for the local non-profit organization.

Exams

• S66 Uniform Combined State Law Examination
  2016-04-21

Other Names

• Julia E Maricich
• Julia Elizabeth Maricich
• Julia Darud