Advisor at Certis Capital Management, Inc.
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Firm
Certis Capital Management, Inc.
Location
Santa Barbara, CA 93101
Credentials
Series 63, Series 66
Industry experience
22 years
Todd Dawes is a financial advisor at Merus Advisors, LLC in Santa Barbara, CA, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merus Advisors since 2016, alongside roles at Certis Capital Management, Inc., Amet Partners, and Finalis Securities LLC. Merus Advisors serves individual clients and families, often business owners with multiple investment entities, providing comprehensive financial advisory services including asset-allocation guidance and investment due diligence. The firm evaluates third-party advisers and investment opportunities to advise clients on engagement decisions, combining macroeconomic analysis with classical portfolio theory to tailor low-volatility, low-correlation portfolios according to client goals.
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
801 Garden Street, Suite 300
Santa Barbara, CA 93101
California
Finalis Securities LLC
2025 - Present (1 year)
Amet Partners
2021 - Present (5 years)
Merus Advisors, LLC
2016 - Present (10 years)
Certis Capital Management, Inc.
2014 - Present (12 years)
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Other specialized services
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Series 63, Series 65
Santa Barbara, CA
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