Rielle Kaleia Sanidad
Investment adviser representative at Presidio Capital Management, LLC
12 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
12 years in the industry.
- Presidio Capital Management, LLCApr 2021 to now
- University of San DiegoJun 2018 to Jun 2022
- Punahou SchoolJun 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7360932
- Firm CRD
- 304501