Unclaimed Profile

David Chenet

PRESIDIO CAPITAL MANAGEMENT, LLC·SAN DIEGO, California

SIE, Series 4, Series 7, Series 24, Series 51, Series 66CFP CFAClean record19 years registeredPRESIDIO CAPITAL MANAGEMENT, LLC

12626 HIGH BLUFF DRIVE, SAN DIEGO, CA 92130CRD# 5102910Firm CRD# 304501

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Chenet · SAN DIEGO, CA

Registration

CRD #5102910 · PRESIDIO CAPITAL MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

PRESIDIO CAPITAL MANAGEMENT, LLC

Dec 2022 – present

PARADIGM WEALTH ADVISORY LLC

May 2016 – Dec 2022

BRIDGEWATER, NJ

FIRST ALLIED ADVISORY SERVICES, INC.

Jul 2012 – Dec 2014

SAN DIEGO, CA

FIRST ALLIED SECURITIES, INC.

Sep 2009 – Jul 2012

DULUTH, GA

LPL FINANCIAL CORPORATION

May 2007 – Sep 2009

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 51

Series 66

Registration record

First registered · May 28, 2007

Years registered · 19

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRESIDIO CAPITAL MANAGEMENT, LLC

CRD 304501 · SEC 801-123239

AUM

$288M

Regulatory assets under management

Employees

808 client accounts

Services offered by PRESIDIO CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRESIDIO CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David Chenet offer?

David Chenet specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are David Chenet's credentials?

David Chenet holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Chenet located?

David Chenet is based in SAN DIEGO, California, working with PRESIDIO CAPITAL MANAGEMENT, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does David Chenet charge for services?

David Chenet's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRESIDIO CAPITAL MANAGEMENT, LLC?

PRESIDIO CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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