Francis E. Edsall
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Francis Edwin Edsall III, who also goes by Frank Edwin Edsall III, Francis Edwin Edsall III, Francis Edwin Edsall Iii, was a registered financial professional .
Francis is a previously registered financial professional and started their career in finance in 2000. Francis had worked at 12 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 21, 2025 - April 30, 2026
PRESIDIO CAPITAL MANAGEMENT, LLC
November 19, 2018 - June 30, 2025
VIRTUS INVESTMENT ADVISERS, LLC
June 1, 2017 - June 30, 2025
VP DISTRIBUTORS LLC
April 24, 2015 - November 19, 2018
VIRTUS CAPITAL ADVISERS, LLC
October 7, 2014 - June 1, 2017
FORESIDE ASSOCIATES, LLC
March 8, 2011 - April 9, 2014
NATIXIS DISTRIBUTION, LLC
February 1, 2007 - January 21, 2011
CAPITAL BROKERAGE CORPORATION
October 18, 2004 - January 5, 2007
COREBRIDGE CAPITAL SERVICES, INC.
December 19, 2003 - November 4, 2004
UBS FINANCIAL SERVICES INC.
November 26, 2003 - November 4, 2004
UBS FINANCIAL SERVICES INC.
September 6, 2002 - November 25, 2003
OSAIC WEALTH, INC.
April 30, 2001 - August 16, 2002
VERAVEST INVESTMENTS, INC.
August 28, 2000 - February 22, 2001
PACIFIC SELECT DISTRIBUTORS, LLC
Primary Firm SEC Registration
PRESIDIO CAPITAL MANAGEMENT, LLC
CRD#: 304501 / SEC#: 801-123239
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PRESIDIO CAPITAL MANAGEMENT, LLC
CRD#: 304501 / SEC#: 801-123239
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,080 |
| AUM (Assets Under Management) | $ 498,887,848 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
