Presidio Group Advisors, LLC (“Presidio”) is an independent registered investment adviser. Presidio has selected Wells Fargo Clearing Services, LLC (“WFCS”), through Wells Fargo RIA Solutions, to provide custody, clearing, brokerage execution, and related services for certain client accounts.
RIA Solutions is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
Presidio is independently owned and operated and is not owned by, controlled by, or affiliated with Wells Fargo Clearing Services, LLC, Wells Fargo & Company, or their affiliates. Presidio is solely responsible for the investment advisory services and recommendations it provides to its clients.
The use of Wells Fargo RIA Solutions and Wells Fargo Clearing Services, LLC as a custodian or service provider does not constitute an endorsement, recommendation, or sponsorship of Presidio by Wells Fargo Clearing Services, LLC or Wells Fargo & Company.
Clients whose assets are custodied with Wells Fargo Clearing Services, LLC will receive account statements and other account information directly from the custodian. Clients should carefully review their custodial statements and promptly report any discrepancies.
SIPC coverage applies to eligible securities and cash held by a SIPC-member broker-dealer subject to applicable limits and conditions. SIPC protection does not protect against losses resulting from changes in the market value of investments.
Registration as an investment adviser does not imply a particular level of skill or training.