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Brodie Lyle Cobb

Presidio Merchant Partners LLC

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About Brodie Lyle Cobb

Brodie Lyle Cobb is a financial professional with over 28 years of experience in the industry. Brodie has a strong background in Investment Banking and Operations. Brodie is a Series 7, 24, 28, 63, and 65 licensed professional and is currently registered with Presidio Merchant Partners LLC in Denver, CO. Brodie has previously worked with Presidio Capital Advisors, LLC, NationsBanc Montgomery Securities, Inc., and Montgomery Securities.

Firm Information

Brodie Cobb is currently registered with Presidio Merchant Partners LLC. Presidio Merchant Partners LLC is a Limited Liability Company formed in 1998. It is registered in 19 states, including Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maryland, Michigan, New Hampshire, New Jersey, New York, Ohio, Oregon, Rhode Island, Texas, Virginia, and Washington. Presidio Merchant Partners LLC also has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Brodie Cobb’s Registration & Firm History

CO

10/05/1999 - Present

Presidio Merchant Partners LLC (Denver CO)

CA

01/30/2003 - 09/03/2010

PRESIDIO CAPITAL ADVISORS, LLC (SAN FRANCISCO CA)

NY

10/01/1997 - 12/22/1997

NATIONSBANC MONTGOMERY SECURITIES, INC. (NEW YORK NY)

CA

04/11/1995 - 10/01/1997

MONTGOMERY SECURITIES (SAN FRANCISCO CA)

NY

11/03/1992 - 03/30/1995

CS FIRST BOSTON CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/16/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/13/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 02/17/1999

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 02/02/1995

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/1992

Series 3 - National Commodity Futures Examination

BC

Issued 11/02/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brodie Lyle Cobb.
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