Morgan Stanley
47yrs
Top advisor by experience in Rolling Hills Estates
10yrs
Julia Maricich has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Rolling Hills Estates, California. Julia has been with Merrill since 2016. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 118 advisors with offices in Rolling Hills Estates, and one of 112 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office608 Silver Spur Rd, Rolling Hills Estates, CA 90274
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowMerrillCurrent firm
Contact Julia
608 Silver Spur RdRolling Hills Estates, CA 90274Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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Questions to ask Julia
Tailored to Julia’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Julia
How do I contact Julia?
Call Merrill at (800) 637-7455 and ask for Julia Maricich. Julia works from the Rolling Hills Estates, CA office.
How long has Julia been a financial advisor?
Julia has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Julia hold?
Series 66. Tap any license on this page to see what it allows.
Is Julia a fiduciary?
Julia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Julia paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Julia for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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