David Chenet
Investment adviser representative at Presidio Capital Management, LLC
11 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$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
11 years in the industry.
- Presidio Capital Management, LLCDec 2022 to now
- LPL Financial LLCApr 2016 to Dec 2022
- Paradigm Wealth Advisory, LLCJan 2015 to Dec 2022
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
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
- 5102910
- Firm CRD
- 304501