Director Of Wealth Management - Presidio Capital Management
Current
Dec 2022 - Present
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David Chenet, Cfa Email & Phone Number
Director of Wealth Management - Presidio Capital Management
at
Presidio Capital Management
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✓ Verified May 2026
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Current company
Role
Director of Wealth Management - Presidio Capital Management
Location
San Diego, California, United States
Who is David Chenet, Cfa? Overview
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Quick answer
David Chenet, Cfa is listed as Director of Wealth Management - Presidio Capital Management at Presidio Capital Management, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for David Chenet, Cfa.
David Chenet, Cfa previously worked as Vice President - Investments at Paradigm Wealth Advisory, Llc and VP, Investment Management at First Allied Securities. David Chenet, Cfa holds Ba, International Studies from Bryant University.
Company email context
Email format at Presidio Capital Management
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Presidio Capital Management
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Profile bio
About David Chenet, Cfa
David Chenet, Cfa is a Director of Wealth Management - Presidio Capital Management at Presidio Capital Management. He possess expertise in series 7, finra, series 63, uniform combined state law, series 24 and 10 more skills.
Listed skills include Series 7, Finra, Series 63, Uniform Combined State Law, and 11 others.
Current workplace
David Chenet, Cfa's current company
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5 roles
David Chenet, Cfa work experience
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Vice President - Investments
Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice offered through Paradigm Wealth Advisory, LLC, a registered investment advisor. Paradigm Wealth Management and Paradigm Wealth Advisory, LLC, are separate entities from LPL Financial.Third party.
Jan 2015 - Dec 2022
Vp, Investment Management
Oct 2012 - Jan 2015
Avp-East Coast Region
Sep 2009 - Oct 2012
Compliance Analyst/Designated Principal
Jun 2006 - Sep 2009
1 education record
David Chenet, Cfa education
FAQ
Frequently asked questions about David Chenet, Cfa
Quick answers generated from the profile data available on this page.
What company does David Chenet, Cfa work for?
David Chenet, Cfa works for Presidio Capital Management.
What is David Chenet, Cfa's role at Presidio Capital Management?
David Chenet, Cfa is listed as Director of Wealth Management - Presidio Capital Management at Presidio Capital Management.
Where is David Chenet, Cfa based?
David Chenet, Cfa is based in San Diego, California, United States while working with Presidio Capital Management.
What companies has David Chenet, Cfa worked for?
David Chenet, Cfa has worked for Presidio Capital Management, Paradigm Wealth Advisory, Llc, First Allied Securities, and Lpl Financial.
How can I contact David Chenet, Cfa?
You can use AeroLeads to view verified contact signals for David Chenet, Cfa at Presidio Capital Management, including work email, phone, and LinkedIn data when available.
What schools did David Chenet, Cfa attend?
David Chenet, Cfa holds Ba, International Studies from Bryant University.
What skills is David Chenet, Cfa known for?
David Chenet, Cfa is listed with skills including Series 7, Finra, Series 63, Uniform Combined State Law, Series 24, Mutual Funds, Securities, and Options.
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