Joseph Stella

from Presidio Capital Management, LLC
SEC regulated
Regulated Investment Advisor
Joseph Stella is a financial advisor based in California, San Diego, with 11 years of experience. Joseph currently works for Presidio Capital Management, LLC. Joseph maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Joseph Stella works at Presidio Capital Management, LLC
Presidio Capital Management, LLC is a financial advisory firm based in San Diego, California. It currently has approximately $258,099,644 of assets under management and employs about 5 people. Presidio Capital Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and selection of other advisers.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
6 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and selection of other advisers
Office location
12626 High Bluff Drive, Ste 150, San Diego, California, 92130

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