Todd Dawes is a registered investment advisor, based in Santa Barbara, CA, with 22 years of industry experience.
Location
801 Garden Street, Suite 300, Santa Barbara, CA, 93101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Todd is the founder and portfolio manager of Merus Advisors, LLC, a registered investment advisor serving high net worth clients. He dedicates about a quarter of his time to management support, sourcing and monitoring investments, building portfolios, and servicing clients.
Employment History
Current Registrations
Finalis Securities LLCBroker
Finalis Securities LLC
Merus Advisors, LLC
Certis Capital Management, INC.
Previous Registrations
Persimmon Capital Management LP
Persimmon Securities, INC.Broker
Advisorport, INC.
State Registrations1 state
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