Todd Dawes

Employer firm

Merus Advisors, LLC CRD 284725

62 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → Present
  Certis Capital Management, Inc.
  Santa Barbara, CA
• 07/2016 → Present
  Merus Advisors, Llc
  Santa Barbara, CA
• 08/2021 → Present
  Amet Partners
  Santa Barbara, CA
• 02/2025 → Present
  Finalis Securities Llc
  New York, NY

Previous Registrations

• 2007-01-29 → 2014-08-13
  Persimmon Capital Management Lp
  Blue Bell, PA
• 2002-06-10 → 2006-01-04
  Bny Mellon Managed Investments, Inc.
  Plymouth Meeting, PA

Other Businesses

1) Merus Advisors, LLC; Yes; 801 Garden Street, Santa Barbara, CA, 93101; Registered Investment Advisor serving the high net worth community.; Founder, Portfolio Manager; 07/22/2016; 100; 40; In addition to management support for the business, I am responsible for sourcing and monitoring investment product, building portfolios and servicing the clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-09-26
• S66 Uniform Combined State Law Examination
  2000-06-28

Other Names

• Todd Emil Dawes