Financial ADVSR advisor directory · SEC adviser records
Merus Advisors, LLC financial advisors in Santa Barbara, CA
Every SEC-registered investment adviser representative at a Merus Advisors, LLC office in Santa Barbara, A to Z.
The short answer
4 registered advisors work at Merus Advisors, LLC in Santa Barbara, out of 5 at the firm nationwide; it ranks number 27 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.
Merus Advisors, LLC advisors in Santa Barbara, A to Z
Every Merus Advisors, LLC advisor →- David J. BackensAlso a broker rep
- Todd DawesAlso a broker rep
- Margaret M. LonckiInvestment adviser rep
- Kelly R. SmithInvestment adviser rep
Merus Advisors, LLC advisors in every city and state →Advisor Moves: who changed firms this week →
Merus Advisors, LLC advisors in other cities
Other firms in Santa Barbara
All Santa Barbara advisors →Mission Wealth Management, LP 46Wells Fargo Clearing Services, LLC 41Morgan Stanley 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Centaurus Financial, Inc. 12LPL Financial LLC 12Strategic Advisers LLC 12UBS Financial Services Inc. 12Cerity Partners LLC 11Avalan, LLC 10Painted Porch Advisors LLC 10Channel Wealth, LLC 9
Questions
How many financial advisors does Merus Advisors, LLC have in Santa Barbara?
4 investment adviser representatives are registered at Merus Advisors, LLC offices in Santa Barbara, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.
Is Merus Advisors, LLC one of the largest advisor employers in Santa Barbara?
Merus Advisors, LLC ranks number 27 in Santa Barbara by registered advisors; Mission Wealth Management, LP has the most, with 46.
How do I check a Merus Advisors, LLC advisor in Santa Barbara?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Merus Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.