Advisor at Merus Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Santa Barbara, CA 93101
Credentials
Series 65
Industry experience
2 years
Margaret Loncki is a financial advisor at Merus Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Certis Capital and Claremont McKenna College. Outside of financial advising, she is the managing member of Martin Untied LLC, a property management company. 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 develop lower-volatility, low-correlation portfolios tailored to client goals.
1.00% per year
0.5% commission on sales of investor notes issued by PFF, LLC through Finalis Securities LLC
Finalis platform subscription fee of $37,032 for a 36-month term, payable quarterly; initial one-time expenses of $425 paid by Merus
Account minimum: $250,000
801 Garden Street, Suite 300
Santa Barbara, CA 93101
California
Certis Capital
2018 - Present (8 years)
Claremont Mckenna College
2010 - 2018 (8 years)
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Is active or affiliated with:
Fund sponsor
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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
They provide legal services, typically billed separately.
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.
Series 65
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Series 63, Series 65
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Peckham, David A
David Peckham is the sole advisor at Peckham, David A, an independent firm based in Santa Barbara, CA. He holds Series 63 and Series 65 licenses and has 2 years of industry experience as a financial advisor, alongside over 30 years with Santa Barbara Pension Consultants and 40 years as a sole proprietor. The firm provides investment management primarily to individual clients, building portfolios from mutual funds offered by a single fund family. Its investment approach blends modern portfolio theory with a buy-and-hold, fundamentals-based strategy, with client consent required before transactions.
CFA®, Series 63
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Placera Capital Management LLC
Steven Gold is a CFA® charterholder and holds a Series 63 license with seven years of industry experience. He has been the sole advisor at Placera Capital Management LLC since 2014. Placera Capital Management LLC is an independent investment adviser that provides discretionary portfolio management and related advisory services primarily to individual and high-net-worth clients. The firm focuses on equity-oriented portfolios using a combination of fundamental and quantitative analysis, and it employs long-term trading strategies alongside mutual funds, fixed income, and ETFs for diversification.
PFS™, Series 65
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Lucent Wealth Planning, LLC
Jean Luc Bourdon is a financial advisor at Lucent Wealth Planning, LLC in Santa Barbara, CA, holding the PFS™ designation and Series 65 license with 19 years of industry experience. He has worked at Lucent Wealth Planning since 2018 and previously operated as a sole proprietor and at BrightPath Wealth Planning. Lucent Wealth Planning provides wealth management, discretionary investment management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, emphasizing asset allocation, diversification, and low-turnover passive funds.
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