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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst19 years in industry

DAVID CHENET

Advisor at PRESIDIO CAPITAL MANAGEMENT, LLC

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:af2f0e33-0dd1-d59a-6f58-c1e65800ebb5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 28, 2007 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: May 25, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66
First exam: May 25, 2007
First registration: May 28, 2007
Dual registered: no
Other names: DAVID W. CHENET|DAVID W CHENET
IAPD individual key: 5102910

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	Dec 8, 2022	n/a	yes	SAN DIEGO, CA	Current employment
PARADIGM WEALTH ADVISORY LLC	Independent wealth	May 11, 2016	Dec 9, 2022	no	BRIDGEWATER, NJ	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Jul 2, 2012	Dec 23, 2014	no	CHESTERFIELD, MO\|SAN DIEGO, CA	Previous registration
FIRST ALLIED SECURITIES, INC.	Former SEC adviser	Sep 16, 2009	Jul 2, 2012	no	SAN DIEGO, CA\|12TH FLOOR, CA\|DULUTH, GA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 28, 2007	Sep 18, 2009	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
PARADIGM WEALTH ADVISORY LLC	PRESIDIO CAPITAL MANAGEMENT, LLC	Dec 9, 2022	Dec 8, 2022	-1	Firm change	RIA to RIA
FIRST ALLIED ADVISORY SERVICES, INC.	PARADIGM WEALTH ADVISORY LLC	Dec 23, 2014	May 11, 2016	505	Firm change after gap	Other
FIRST ALLIED SECURITIES, INC.	FIRST ALLIED ADVISORY SERVICES, INC.	Jul 2, 2012	Jul 2, 2012	0	Bulk transfer	Other
LPL FINANCIAL LLC	FIRST ALLIED SECURITIES, INC.	Sep 18, 2009	Sep 16, 2009	-2	Firm change	Other

Relationships

Registered with (5)

→ PRESIDIO CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Dec 8, 2022 to presentfactForm ADV
→ PARADIGM WEALTH ADVISORY LLCRegistered adviserregistration: previous registration
May 11, 2016 to Dec 9, 2022factForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jul 2, 2012 to Dec 23, 2014factForm ADV
→ FIRST ALLIED SECURITIES, INC.Registered adviserregistration: previous registration
Sep 16, 2009 to Jul 2, 2012factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 28, 2007 to Sep 18, 2009factForm ADV

Dated events

Occurred
Dec 9, 2022
Advisor changed firm
David Chenet left Paradigm Wealth Advisory Llc for Presidio Capital Management, Llc (registered 2022-12-08)
Form ADVobserved 4 days ago