Unclaimed Profile

Dustin S Tenbroeck

PRESIDIO CAPITAL MANAGEMENT, LLC·SAN DIEGO, California

SIE, Series 7, Series 66CFPClean record20 years registeredPRESIDIO CAPITAL MANAGEMENT, LLC

12626 HIGH BLUFF DRIVE, SAN DIEGO, CA 92130CRD# 5019784Firm CRD# 304501

Profile Verification

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

Identity

Dustin S Tenbroeck · SAN DIEGO, CA

Registration

CRD #5019784 · PRESIDIO CAPITAL MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

PRESIDIO CAPITAL MANAGEMENT, LLC

Jan 2020 – present

CETERA INVESTMENT ADVISERS LLC

Nov 2020 – Nov 2021

SAN DIEGO, CA

FIRST ALLIED ADVISORY SERVICES, INC.

Jun 2012 – Nov 2020

SAN DIEGO, CA

CENTARA CAPITAL MANAGEMENT GROUP, INC.

Apr 2008 – Jun 2012

SAN DIEGO, CA

AXA ADVISORS, LLC

Apr 2006 – May 2008

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 6, 2006

Years registered · 20

Professional designation · CFP

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 Dustin S Tenbroeck offer?

Dustin S Tenbroeck specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Dustin S Tenbroeck's credentials?

Dustin S Tenbroeck holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Dustin S Tenbroeck located?

Dustin S Tenbroeck 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 Dustin S Tenbroeck charge for services?

Dustin S Tenbroeck'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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