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Dustin S Tenbroeck

Investment adviser representative at Presidio Capital Management, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$498.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

14 years in the industry.

  1. Presidio Capital Management, LLCJan 2020 to now
  2. Cetera Investment Advisers LLCNov 2020 to Nov 2021
  3. First Allied Securities,incJun 2012 to Nov 2021
  4. First Allied Advisory Services, Inc.Jun 2012 to Nov 2020

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 1 state (CA).

Presidio Capital Management, LLC

$498.9MAssets managed
351Clients
10Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5019784
Firm CRD
304501
Advisor's SEC record (opens in a new tab)
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