Elijah Christensen
Investment adviser representative at Presidio Wealth Management
11 yearsExperience
1 stateRegistered in
$217.5MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
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.
- Exchange Royale, LLCMar 2025 to now
- Presidio Wealth ManagementNov 2024 to now
- Onedigital Investment AdvisorsJul 2024 to Dec 2024
- Morgan StanleyDec 2022 to Jun 2024
- E*trade Capital Management LLCSep 2015 to Sep 2023
- E*trade Securities LLCSep 2015 to Sep 2023
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (UT).
Presidio Wealth Management
Legal name: Sun Financial, Inc.
$217.5MAssets managed
380Clients
3Advisers
1 yearIn 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
- 5466872
- Firm CRD
- 333404