Matthew G. Vallebo

PRESIDIO CAPITAL MANAGEMENT

San Diego, CA 92130

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CRD#: 6874234

Professional summary

Matthew Gadingan Vallebo, AIF®, CFP® is a registered financial advisor currently at PRESIDIO CAPITAL MANAGEMENT, LLC located in San Diego, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Matthew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Mira Mesa Wrestling Club; not investment-related; 9450 Mira Mesa Blvd, #309, San Diego, CA. 92126; Mira Mesa Wrestling seeks to build lifelong success in young men and women through the ancient sport of wrestling; Volunteer President; Mira Mesa Wrestling Club has no relationship with Presidio Capital Management; start date: 11/1/2023: 5 hours per month; participates in financial oversight, fundraising and events and compliance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Gadingan Vallebo'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

January 30, 2020 - Present

PRESIDIO CAPITAL MANAGEMENT, LLC

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

RIA

CRD#: 304501

San Diego, CA

Past

November 12, 2020 - November 24, 2021

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

SAN DIEGO, CA

Past

January 8, 2019 - November 12, 2020

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

San Diego, CA

Past

October 2, 2018 - November 24, 2021

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

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
(1/30/2020)

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: 12/21/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/3/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/2/2018

General Securities Representative 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.

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Matthew G. Vallebo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Gadingan Vallebo's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRESIDIO CAPITAL MANAGEMENT, LLC

CETERA INVESTMENT ADVISERS LLC

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

Primary Firm SEC Registration

PRESIDIO CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/21/2018

SIE

Date: 10/3/2018

Series 7

Date: 10/2/2018

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

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