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Bryan J Casale

PSI Advisors, LLC

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About Bryan J Casale

Bryan Casale is an investment advisor representative at PSI Advisors, LLC. Bryan has a Series 65 license. Bryan is a registered investment advisor in Florida. Bryan's specializations include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.

Firm Information

Bryan Casale is currently registered with PSI Advisors, LLC. PSI Advisors, LLC is an investment advisor headquartered in Tampa, Florida. The firm provides financial planning, pension consulting, and educational seminars. They also offer portfolio management services for individuals and businesses. PSI Advisors has a total of $624,157,332 in regulatory assets under management across 3,025 accounts. The firm's clients include high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
PSI Advisors, LLC

13059 W. LINEBAUGH AVE STE. 102

TAMPA, FL 33626

$624.16M

Assets Under Management

Not reported

Total Clients

10

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Bryan Casale’s Registration & Firm History

FL

07/27/2021 - Present

PSI Advisors, LLC (TAMPA FL)

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Licenses & Designations

IA

Issued 07/22/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/26/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan J Casale.
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