Margaret Loncki is a registered investment advisor at Merus Advisors, LLC, based in Santa Barbara, CA, with 2 years of industry experience. Margaret 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
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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Margaret is the Managing Member of Martin Untied LLC, a property management company operating multi-family real estate, since 2021. She spends about 10-20% of her time on this business outside of regular business hours.
Employment History
Current Registrations
Merus Advisors, LLC
Previous Registrations
Certis Capital Management, INC.
State Registrations1 state
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