Gene Dongieux, financial advisor Santa Barbara CA

Gene Dongieux

CRD Number: 1145125
Current Firm: Ariadne Wealth Management, LP

Gene Dongieux (CRD# 1145125) is an Investment Advisor Representative working at Ariadne Wealth Management, LP in Santa Barbara, CA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Ariadne Wealth Management, LLC Santa Barbara, CA Nov 2014 - Current 9
Mercer Global Advisors Inc. Santa Barbara, CA Jun 1989 - Oct 2014 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1996
S65 NASAA Investment Advisors Law Examination Mar 1990
Contact Info for Gene L. Dongieux
Phone Number: 805-456-4920
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    395
    MILLIONS
  • Total Number of Accounts
    369
    ACCOUNTS
  • Average Account Value
    $1,071,235
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, TX

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