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Joseph Michael Stella

Presidio Capital Management, LLC

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About Joseph Michael Stella

Joseph Michael Stella is a financial advisor with over seven years of experience in the industry. Joseph is registered with Presidio Capital Management, LLC, a firm located in San Diego, California. Joseph Stella is also a Certified Financial Planner™ professional. Joseph Stella has experience in various aspects of financial planning and portfolio management, including pension consulting, financial planning, and selection of other advisors.

Firm Information

Joseph Stella is currently registered with Presidio Capital Management, LLC. Presidio Capital Management, LLC is an investment advisor registered with the SEC located in SAN DIEGO, CA. They advise individuals, high-net-worth individuals, pension and profit sharing plans, and other clients. Presidio Capital Management, LLC has approximately $288,113,865 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They have 3 licensed agents and 5 investment advisor representatives.
Presidio Capital Management, LLC

12626 HIGH BLUFF DRIVE

SAN DIEGO, CA 92130

$288.11M

Assets Under Management

Not reported

Total Clients

6

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers

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Joseph Stella’s Registration & Firm History

CA

12/23/2022 - Present

Presidio Capital Management, LLC (SAN DIEGO CA)

CA

07/01/2016 - 11/24/2021

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 08/11/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/21/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Michael Stella.
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