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Elijah Christensen

Presidio Wealth Management

Midvale, UT

CRD 5466872

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Employer firm

Presidio Wealth Management CRD 333404

$217M regulatory AUM 26 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Presidio Wealth Management

6967 South River Gate Drive Suite 102, Midvale, UT 84047 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-11-20
  • UT RA
    APPROVED
    Since 2024-11-20

Branch Locations

6967 South River Gate Drive Suite 102, Midvale, UT 84047 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
E*Trade Securities Llc Sandy UT 09/2015 02/2020
E*Trade Capital Management Llc Sandy UT 09/2015 02/2020
E*Trade Securities Llc Sandy UT 02/2020 09/2023
E*Trade Capital Management Llc Sandy UT 02/2020 09/2023
Morgan Stanley Sandy UT 12/2022 06/2024
Morgan Stanley Sandy UT 09/2023 06/2024
Onedigital Investment Advisors Overland Park KS 07/2024 12/2024
Presidio Wealth Management Midvale UT 11/2024 Present
Exchange Royale, Llc Vineyard UT 03/2025 Present
  • 09/2015 → 02/2020
    E*Trade Securities Llc
    Sandy, UT
  • 09/2015 → 02/2020
    E*Trade Capital Management Llc
    Sandy, UT
  • 02/2020 → 09/2023
    E*Trade Securities Llc
    Sandy, UT
  • 02/2020 → 09/2023
    E*Trade Capital Management Llc
    Sandy, UT
  • 12/2022 → 06/2024
    Sandy, UT
  • 09/2023 → 06/2024
    Sandy, UT
  • 07/2024 → 12/2024
    Onedigital Investment Advisors
    Overland Park, KS
  • 11/2024 → Present
    Midvale, UT
  • 03/2025 → Present
    Exchange Royale, Llc
    Vineyard, UT
Previous Registrations
  • 2024-07-31 → 2025-01-21
    Vineyard, UT
    Orem, UT
    Overland Park, KS
    Midvale, UT
  • 2022-12-21 → 2024-06-05
    Sandy, UT
  • 2015-09-08 → 2023-09-05
    Harrisdirect Llc
    Sandy, UT
    Arlington, VA
  • 2012-09-14 → 2015-08-21
    Td Ameritrade, Inc.
    Draper, UT
  • 2012-09-14 → 2015-08-21
    Td Ameritrade Investment Management, Llc
    Draper, UT
  • 2008-02-11 → 2011-05-11
    Honolulu, HI
Other Businesses

1) Exchange Royale; not investment related; 567 S 150 E Vineyard, UT 84059; online retail-oriented business selling sports cards for athletes ; owner; 3/2025; 12 hours/month; 0 hours during trading; as owner of Exchange Royale, Elijah oversees all aspects of the business including the website, marketing, operations, and financials.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-08
  • S66 Uniform Combined State Law Examination
    2008-02-08
Other Names
  • Eli Christensen
  • Elijah Royal Christensen

View on SEC IAPD

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