Margaret M. Loncki

MERUS ADVISORS

Santa Barbara, CA 93101

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CRD#: 7796782

Professional summary

Margaret Martin Loncki, who also goes by Margaret Loncki, is a registered financial advisor currently at MERUS ADVISORS, LLC located in Santa Barbara, California.

Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Margaret has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Margaret Loncki

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Martin Untied LLC, a property management company operating multi family real estate. Margaret Loncki is the Managing Member of the LLC. Company was started by Margaret Loncki and Susan Budinger on July 15th, 2021 Business Address is 801 Garden Street, Suite 300, Santa Barbara, CA 93101 This business is operated outside of regular business and trading hours. Approximate hours devoted to the business monthly is 20.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Margaret Martin Loncki's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 26, 2023 - Present

MERUS ADVISORS, LLC

Office #1: 801 Garden Street Suite 300, Santa Barbara, CA 93101

RIA

CRD#: 284725

Santa Barbara, CA

Past

August 28, 2023 - September 27, 2024

CERTIS CAPITAL MANAGEMENT, INC.

RIA

CRD#: 144290

Santa Barbara, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/26/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/13/2023

Uniform Investment Adviser Law Examination

Current Firm

MERUS ADVISORS, LLC

CRD#: 284725 / SEC#:

California

Registered Investment Advisory firm - (9/9/2016 Approved)

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Contact information

Main Address

801 Garden Street Suite 300, Santa Barbara, CA 93101

Mailing Address

Phone number

(805) 965-0509

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Margaret M. Loncki

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Margaret Martin Loncki's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERUS ADVISORS, LLC

CERTIS CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/13/2023

Current Firm

MERUS ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

MERUS ADVISORS, LLC

TRUST BUT VERIFY

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