Maria
Aronoff

Eqis Capital Management

CRD#2998377
Investment Advisor
in San Rafael, CA

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About this Advisor

Maria Aronoff is a financial advisor based in San Rafael, California who has 3 years of industry experience. Aronoff currently works for Eqis Capital Management. During their career, Aronoff has held roles at Portsmouth Financial Services, Merrill Lynch, Pierce, Fenner & Smith Inc, Pluritas LLC, Wells Fargo Bank, Bank Of America, N.A and Eqis Capital Management, Inc. Aronoff has Series 63 and Series 66 licenses, designating them as a securities representative, and is able to advise clients in California. Eqis Capital Management is a firm that has its headquarters in San Rafael, CA. It has a total of 42 advisors. It oversees $1 billion in total assets among its 12,724 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves six charities and foundations. Of its 12,724 customer accounts, just 1% belong to high-net-worth individuals who have more than $1 million in investable assets. Eqis Capital Management provides a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice typically vary depending on which service is offered. Fees billed by Eqis Capital Management typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1000 4Th St., Ste 650
San Rafael, CA 94901

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Eqis Capital Management Brokerage Details

Total Assets Under Management

$1,432,187,488

CA Average: $7,578,581,321
Total Number of Employees

42

CA Average: 43
Total Number of Accounts

12,724

CA Average: 3,727
Average Account Size

$112,558

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Maria Aronoff Work History

Maria has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

Portsmouth Financial Services

2019 - Present (5 years)

Eqis Capital Management, Inc

2016 - 2019 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2016 (< 1 year)

Wells Fargo Bank

2016 - 2019 (3 years)

Bank Of America, N.A

2004 - 2016 (12 years)

Pluritas LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Maria Aronoff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eqis Capital Management

Michael Mooney
San Rafael, CA
Mark Scanlan
San Rafael, CA
Steven Simerka
San Rafael, CA
Martin Hensley
Apex, NC
Jonathan Shiffer
San Rafael, CA
William Servis
San Rafael, CA
Pamela Nevil
San Rafael, CA
Joseph Mooney
San Rafael, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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