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Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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CB

Clay D. Beccue

PRESIDIO FINANCIAL ADVISORS
Santa Barbara, CA 93101
Some features on this profile are disabled
CRD#: 7341899
CB

Professional summary

Clay David Beccue, who also goes by David Beccue, is a registered financial advisor currently at PRESIDIO FINANCIAL ADVISORS LLC located in Santa Barbara, California.

Clay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Clay has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

David Beccue

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clay David Beccue's 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

April 13, 2021 - Present

PRESIDIO FINANCIAL ADVISORS LLC

Office #1: 105 E De La Guerra Street Suite 10, Santa Barbara, CA 93101
RIA
CRD#: 313150
Santa Barbara, CA

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
(4/13/2021)

Exams

Current Firm

PF
PRESIDIO FINANCIAL ADVISORS LLC
PRESIDIO FINANCIAL ADVISORS LLC

CRD#: 313150 / SEC#:

California
Registered Investment Advisory firm - (4/13/2021 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
105 E De La Guerra Street Suite 10, Santa Barbara, CA 93101
Mailing Address
Po Box 1322, Santa Barbara, CA 93102
Phone number
(805) 869-6428
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts19
AUM (Assets Under Management)$ 4,734,629

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 FINANCIAL ADVISORS LLC

CRD#: 313150Santa Barbara, CA 93101

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