Advisor at Certis Capital Management, Inc.
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Firm
Certis Capital Management, Inc.
Location
Santa Barbara, CA 93101
Credentials
Series 65, Series 66
Industry experience
20 years
Kelly Smith is a financial advisor at Merus Advisors, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Merus Advisors since 2016 and Certis Capital Management, Inc. since 2005. Merus Advisors serves individual clients and families, often business owners with additional entities holding real estate or other investments. The firm provides broad financial advisory services focused on evaluating third-party advisers and investment opportunities, combining macroeconomic analysis with classical portfolio theory to tailor strategies that emphasize lower volatility and low correlation.
Based on Certis Capital Management, Inc.
1.00% per year
0.5% commission on sales of investor notes via Finalis Securities LLC
Account minimum: $20,000,000
38 El Paseo Building
Santa Barbara, CA 93101
California
Merus Advisors, LLC
2016 - Present (10 years)
Certis Capital Management, Inc.
2005 - Present (21 years)
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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