Kelly Smith is a registered investment advisor at Merus Advisors, LLC, based in Santa Barbara, CA, with 19 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 62 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Merus Advisors does not provide continuous and regular supervisory or management services to securities portfolios and does not maintain custody of client accounts. Merus Advisors does not manage assets of this type on a discretionary or non-discretionary basis.
Location
38 El Paseo Building, Santa Barbara, CA, 93101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Merus Advisors, LLC
Certis Capital Management, INC.
Previous Registrations
Credit Suisse First Boston
State Registrations1 state
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