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RIA / WealthAdvisor12 years in industry

Matthew Gadingan Vallebo

Advisor at PRESIDIO CAPITAL MANAGEMENT, LLC

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5d3fc2ea-762f-7b44-93e5-00ba75c3a66a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 8, 2019 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PRESIDIO CAPITAL MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 21, 2018
First registration: Jan 8, 2019
Dual registered: no
IAPD individual key: 6874234

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PRESIDIO CAPITAL MANAGEMENT, LLC	Independent wealth	Jan 30, 2020	n/a	yes	SAN DIEGO, CA	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Nov 12, 2020	Nov 24, 2021	no	SAN DIEGO, CA	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Jan 8, 2019	Nov 12, 2020	no	San Diego, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CETERA INVESTMENT ADVISERS LLC	n/a	Nov 24, 2021	n/a	n/a	Departure no registered destination	Departure
FIRST ALLIED ADVISORY SERVICES, INC.	PRESIDIO CAPITAL MANAGEMENT, LLC	Nov 12, 2020	Jan 30, 2020	-287	Firm change after gap	Ibd to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
137888:304501:CA:2020-11-12	Nov 12, 2020	Jan 30, 2020	SAN DIEGO, CA	Firm change after gap

Relationships

Registered with (3)

→ PRESIDIO CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 30, 2020 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Nov 12, 2020 to Nov 24, 2021factForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jan 8, 2019 to Nov 12, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5d3fc2ea-762f-7b44-93e5-00ba75c3a66a
First observed: Jan 8, 2019
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Matthew Gadingan Vallebo

Advisor at PRESIDIO CAPITAL MANAGEMENT, LLC

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5d3fc2ea-762f-7b44-93e5-00ba75c3a66a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:15 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

PRESIDIO CAPITAL MANAGEMENT, LLC

Independent wealth

Jan 30, 2020

n/a

yes

SAN DIEGO, CA

Current employment

CETERA INVESTMENT ADVISERS LLC

Bd affiliated wealth

Nov 12, 2020

Nov 24, 2021

SAN DIEGO, CA

Previous registration

FIRST ALLIED ADVISORY SERVICES, INC.

Former SEC adviser

Jan 8, 2019

Nov 12, 2020

San Diego, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CETERA INVESTMENT ADVISERS LLC

n/a

Nov 24, 2021

n/a

Departure no registered destination

Departure

FIRST ALLIED ADVISORY SERVICES, INC.

PRESIDIO CAPITAL MANAGEMENT, LLC

Nov 12, 2020

Jan 30, 2020

-287

Firm change after gap

Ibd to RIA

Team

Left

Joined

From

Kind

137888:304501:CA:2020-11-12

Nov 12, 2020

Jan 30, 2020

SAN DIEGO, CA

Firm change after gap