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EC

Elijah R. Christensen

PRESIDIO WEALTH MANAGEMENT
MIDVALE, UT 84047
Some features on this profile are disabled
CRD#: 5466872
EC

Professional summary

Elijah Royal Christensen, who also goes by Elijah Royal Christensen, Eli Christensen, is a registered financial advisor currently at PRESIDIO WEALTH MANAGEMENT located in Midvale, Utah.

Elijah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Elijah has worked at 8 firms and has passed the Series 66, SIE, Series 7, Series 10, Series 9 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Elijah Royal Christensen | Eli Christensen

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) Presidio Wealth Management ; investment related ; 6967 South River Gate Drive, Suite 102, Midvale, UT 84047 ; investment firm-individual wealth management; wealth advisor; 10/2002; 160 hrs/month ; 6.5 hrs during trading ; managing assets for clients based upon their suitable risk tolerance 2) Exchange Royale; not investment related; 567 S 150 E Vineyard, UT 84059; resell sports memorabilia; owner; 6/2025; 10 hours/month; 0 hours during trading; as owner and sole employee of Exchange Royale will manage all operations of the business

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elijah Royal Christensen'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

November 20, 2024 - Present

PRESIDIO WEALTH MANAGEMENT

Office #1: 6967 South River Gate Drive Suite 102, Midvale, UT 84047
RIA
CRD#: 333404
MIDVALE, UT
Past

July 31, 2024 - January 21, 2025

ONEDIGITAL

RIA
CRD#: 106766
Midvale, UT
Past

December 21, 2022 - June 5, 2024

MORGAN STANLEY

RIA
CRD#: 149777
Sandy, UT
Past

December 21, 2022 - June 5, 2024

MORGAN STANLEY

BD
CRD#: 149777
Sandy, UT
Past

September 8, 2015 - September 5, 2023

HARRISDIRECT LLC

RIA
CRD#: 42159
SANDY, UT
Past

September 2, 2015 - September 5, 2023

E*TRADE SECURITIES LLC

BD
CRD#: 29106
SANDY, UT
Past

September 14, 2012 - August 21, 2015

TD AMERITRADE, INC.

RIA
CRD#: 7870
DRAPER, UT
Past

September 14, 2012 - August 21, 2015

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
DRAPER, UT
Past

September 10, 2012 - August 21, 2015

TD AMERITRADE, INC.

BD
CRD#: 7870
DRAPER, UT
Past

February 11, 2008 - May 11, 2011

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
HONOLULU, HI
Past

January 29, 2008 - May 11, 2011

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
HONOLULU, HI

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".
PW
PRESIDIO WEALTH MANAGEMENT
PRESIDIO WEALTH MANAGEMENT | SUN FINANCIAL, INC.

CRD#: 333404 / SEC#: 801-131464

RIA
Registered Investment Advisory firm - (11/13/2024 Approved)

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
Utah
(11/20/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/8/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/28/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/4/2021
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 10/26/2020
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/6/2009
General Securities Principal Examination

Current Firm

PW
PRESIDIO WEALTH MANAGEMENT
PRESIDIO WEALTH MANAGEMENT | SUN FINANCIAL, INC.

CRD#: 333404 / SEC#: 801-131464

RIA
Registered Investment Advisory firm - (11/13/2024 Approved)
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Contact information

Main Address
6967 South River Gate Drive Suite 102, Midvale, UT 84047
Mailing Address
Phone number
(801) 290-3201
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - PRESIDIO WEALTH MANAGEMENT (3/18/2025)
FORM ADV PART 2B - PARKER CHRISTIANSEN (3/18/2025)
FORM ADV PART 2B - ELIJAH CHRISTENSEN (3/18/2025)

Regulatory assets under management

Total Number of Accounts844
AUM (Assets Under Management)$ 175,533,722

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.

Company Information

PRESIDIO WEALTH MANAGEMENT

CRD#: 333404Midvale, UT 84047

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