Financial ADVSR advisor directory · SEC adviser records
Presidio Capital Management, LLC financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Presidio Capital Management, LLC office in San Diego, A to Z.
The short answer
9 registered advisors work at Presidio Capital Management, LLC in San Diego, out of 9 at the firm nationwide; it ranks number 57 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Presidio Capital Management, LLC advisors in San Diego, A to Z
Every Presidio Capital Management, LLC advisor →- David ChenetCertified Financial Planner, Chartered Financial Analyst
- Stone E. ChurbyCertified Financial Planner
- Robyn CohenInvestment adviser rep
- Stephen J. IslanderInvestment adviser rep
- Michael G. KasiankoInvestment adviser rep
- Christopher D. ReyesInvestment adviser rep
- Rielle K. SanidadCertified Financial Planner
- Dustin S. TenbroeckCertified Financial Planner
- Matthew G. ValleboInvestment adviser rep
Presidio Capital Management, LLC advisors in every city and state →Presidio Capital Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in San Diego
All San Diego advisors →LPL Financial LLC 742Wells Fargo Clearing Services, LLC 167Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 138UBS Financial Services Inc. 118Strategic Advisers LLC 112Cetera Investment Advisers LLC 104J.P. Morgan Securities LLC 104Park Avenue Securities LLC 71Independent Financial Group, LLC 66Commonwealth Financial Network 62Madison Avenue Securities, LLC 61
Questions
How many financial advisors does Presidio Capital Management, LLC have in San Diego?
9 investment adviser representatives are registered at Presidio Capital Management, LLC offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Presidio Capital Management, LLC one of the largest advisor employers in San Diego?
Presidio Capital Management, LLC ranks number 57 in San Diego by registered advisors; LPL Financial LLC has the most, with 742.
How do I check a Presidio Capital Management, LLC advisor in San Diego?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Presidio Capital Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.