David
Chenet

Presidio Capital Management, LLC

CRD#5102910
Investment Advisor
in San Diego, CA

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About this Advisor

David Chenet is a chartered financial analyst who works out of San Diego, California with a total of 1 year of industry experience. Chenet is an employee of Presidio Capital Management, LLC. Over the course of their career, Chenet has held roles at First Allied Securities, Inc, First Allied Advisory Services, Inc, Lpl Financial LLC, Paradigm Wealth Advisory and Presidio Capital Management, LLC. Chenet holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in California. Presidio Capital Management, LLC is a firm that has its headquarters in San Diego, CA. It has $258 million in total assets across its 732 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 732 accounts, 34% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Presidio Capital Management, LLC provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically are based on which services the firm provides the client. Fee types billed by Presidio Capital Management, LLC most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

12626 High Bluff Drive Ste 150
San Diego, CA 92130

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Presidio Capital Management, LLC Brokerage Details

Total Assets Under Management

$258,437,018

CA Average: $7,578,581,321
Total Number of Employees

5

CA Average: 43
Total Number of Accounts

732

CA Average: 3,727
Average Account Size

$353,056

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

David Chenet Work History

David has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Presidio Capital Management, LLC

2016 - 2022 (6 years)

Lpl Financial LLC

2015 - 2022 (7 years)

Paradigm Wealth Advisory

2012 - 2016 (4 years)

First Allied Advisory Services, Inc

2011 - 2014 (3 years)

First Allied Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Chenet to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Presidio Capital Management, LLC

Joseph Stella
San Diego, CA
Dustin Tenbroeck
Ladera Ranch, CA
David Chenet
San Diego, CA
Matthew Vallebo
San Diego, CA
Blake Feindel
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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