Unclaimed Profile

Mark Raymond Palmer

PRESIDIO CAPITAL ADVISORS LLC·SAN FRANCISCO, California

SIE, Series 2, Series 7, Series 24, Series 63, Series 65CFP28 years registeredPRESIDIO CAPITAL ADVISORS LLC

101 CALIFORNIA STREET 12TH FLOOR, SAN FRANCISCO, CA 94111CRD# 2546710Firm CRD# 108531

Profile Verification

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

Identity

Mark Raymond Palmer · SAN FRANCISCO, CA

Registration

CRD #2546710 · PRESIDIO CAPITAL ADVISORS LLC · 28 years registered

Brand Profile

Not yet started

Career History

EDELMAN FINANCIAL ENGINES

Nov 2018 – present

EDELMAN FINANCIAL SERVICES, LLC

Aug 2015 – Nov 2018

WALNUT CREEK, CA

UNIONBANC INVESTMENT SERVICES, LLC

Jan 2015 – Aug 2015

SAN FRANCISCO, CA

PRESIDIO CAPITAL ADVISORS LLC

Nov 2010 – Dec 2013

SAN FRANCISCO, CA

CHARLES SCHWAB & CO., INC.

Mar 2007 – Oct 2010

SAN FRANCISCO, CA

COMERICA SECURITIES

Jun 2004 – Sep 2006

SAN FRANCISCO, CA

WELLS FARGO INVESTMENTS, LLC

Apr 1998 – May 2003

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 6, 1998

Years registered · 28

Professional designation · CFP

Disclosure History

1999Customer Dispute·Denied

1998Customer Dispute·Closed-No Action

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PRESIDIO CAPITAL ADVISORS LLC

CRD 108531 · SEC 801-55261

AUM

$4.1B

Regulatory assets under management

Employees

265 client accounts

Services offered by PRESIDIO CAPITAL ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PRESIDIO CAPITAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Mark Raymond Palmer offer?

Mark Raymond Palmer specializes in Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Mark Raymond Palmer's credentials?

Mark Raymond Palmer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Raymond Palmer located?

Mark Raymond Palmer is based in SAN FRANCISCO, California, working with PRESIDIO CAPITAL ADVISORS LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Mark Raymond Palmer charge for services?

Mark Raymond Palmer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRESIDIO CAPITAL ADVISORS LLC?

PRESIDIO CAPITAL ADVISORS LLC has approximately 28 employees and manages $4.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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