David W. Chenet

PRESIDIO CAPITAL MANAGEMENT

San Diego, CA 92130

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CRD#: 5102910

Professional summary

David W Chenet, who also goes by David W Chenet, David W. Chenet, is a registered financial advisor currently at PRESIDIO CAPITAL MANAGEMENT, LLC located in San Diego, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. David has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 51, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David W Chenet | David W. Chenet

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 4/26/2016 - Paradigm Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start: 4/1/2016 - Time Spent 100%. 2) 11/11/2016: Paradigm Wealth Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 04/18/2016 - 20 Hours Per Month During Securities Trading - Time Spent 10% - IAR - I provide investment advisory services through Paradigm Wealth Advisory, LLC, an independent investment advisor firm. I started this business activity in April 2016. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David W Chenet's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 8, 2022 - Present

PRESIDIO CAPITAL MANAGEMENT, LLC

Office #1: 12626 High Bluff Drive Ste 150, San Diego, CA 92130

RIA

CRD#: 304501

San Diego, CA

Past

May 11, 2016 - December 9, 2022

PARADIGM WEALTH ADVISORY LLC

RIA

CRD#: 283120

BRIDGEWATER, NJ

Past

April 26, 2016 - December 16, 2022

LPL FINANCIAL LLC

CRD#: 6413

BRIDGEWATER, NJ

Past

February 3, 2015 - April 28, 2016

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

BRIDGEWATER, NJ

Past

July 2, 2012 - December 23, 2014

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

SAN DIEGO, CA

Past

September 16, 2009 - July 2, 2012

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

DULUTH, GA

Past

September 15, 2009 - December 23, 2014

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

DULUTH, GA

Past

May 28, 2007 - September 18, 2009

LPL FINANCIAL LLC

RIA

CRD#: 6413

SAN DIEGO, CA

Past

August 29, 2006 - September 18, 2009

LPL FINANCIAL LLC

CRD#: 6413

SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PRESIDIO CAPITAL MANAGEMENT, LLC

ABSOLUTE WEALTH ADVISORS, INC. | PRESIDIO CAPITAL MANAGEMENT, LLC | PRESIDIO CAPITAL MANAGEMENT

CRD#: 304501 / SEC#: 801-123239

RIA

Registered Investment Advisory firm - (2/11/2022 Approved)

California

Registered Investment Advisory firm - (6/17/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/8/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/25/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/28/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 12/12/2009

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 10/30/2009

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 10/9/2006

General Securities Principal Examination

Current Firm

PRESIDIO CAPITAL MANAGEMENT, LLC

ABSOLUTE WEALTH ADVISORS, INC. | PRESIDIO CAPITAL MANAGEMENT, LLC | PRESIDIO CAPITAL MANAGEMENT

CRD#: 304501 / SEC#: 801-123239

RIA

Registered Investment Advisory firm - (2/11/2022 Approved)

California

Registered Investment Advisory firm - (6/17/2022 Terminated)

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Contact information

Main Address

12626 High Bluff Drive Ste 150, San Diego, CA 92130

Mailing Address

Phone number

(858) 461-4959

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/17/2025)

Regulatory assets under management

Total Number of Accounts	967
AUM (Assets Under Management)	$ 397,448,597

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

David W. Chenet

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David W Chenet's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARADIGM WEALTH ADVISORY LLC

LPL FINANCIAL LLC

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

PRESIDIO CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/25/2007

SIE

Date: 10/1/2018

Series 7

Date: 8/28/2006

Series 51

Date: 12/12/2009

Series 4

Date: 10/30/2009

Series 24

Date: 10/9/2006

Current Firm

PRESIDIO CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRESIDIO CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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