Advisor at Presidio Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Presidio Wealth Management
Location
Midvale, UT 84047
Credentials
Series 66
Industry experience
16 years
Elijah Christensen is a financial advisor at Presidio Wealth Management with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and E*TRADE. Outside of his advisory role, he owns and operates Exchange Royale, a business that resells sports memorabilia. Presidio Wealth Management offers investment advisory, wealth management, and financial planning services to a range of clients including individuals, trusts, and business entities. The firm employs a Modern Portfolio Theory-based approach, using diversified portfolios and third-party asset managers without receiving compensation from those managers.
Based on Presidio Wealth Management
Based on Presidio Wealth Management
$0 - $500,000: 1.30% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.85%
6967 South River Gate Drive, Suite 102
Midvale, UT 84047
Utah
Exchange Royale, LLC
2025 - Present (1 year)
Presidio Wealth Management
2024 - Present (2 years)
OneDigital Investment Advisors
2024 - 2024 (1 year)
Morgan Stanley
2023 - 2024 (1 year)
Morgan Stanley
2022 - 2024 (2 years)
E*TRADE Securities LLC
2020 - 2023 (3 years)
E*TRADE Capital Management LLC
2020 - 2023 (3 years)
E*TRADE Capital Management LLC
2015 - 2020 (5 years)
E*Trade Securities Llc
2015 - 2020 (5 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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