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Marcus Allen Brandenburg

PSI Advisors, LLC

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About Marcus Allen Brandenburg

Marcus Brandenburg is a financial advisor with over 20 years of experience in the financial services industry. Marcus is currently registered with PSI Advisors, LLC, an independent investment advisor firm located in Tampa, FL. Marcus has held previous positions with Ameriprise Financial Services, Inc., Morgan Stanley Smith Barney, and Merrill Lynch. Marcus's experience and knowledge in the financial services industry allow him to provide a wide range of financial services to individuals, families, and businesses. His services include financial planning, investment management, and retirement planning. Marcus is committed to helping his clients achieve their financial goals and providing them with the personalized attention they deserve.

Firm Information

Marcus Brandenburg 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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Marcus Brandenburg’s Registration & Firm History

FL

04/12/2019 - Present

PSI Advisors, LLC (TAMPA FL)

FL

09/02/2011 - 05/01/2017

AMERIPRISE FINANCIAL SERVICES, INC. (CLEARWATER FL)

FL

06/01/2009 - 09/23/2011

MORGAN STANLEY SMITH BARNEY (PALM HARBOR FL)

FL

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (PALM HARBOR FL)

FL

02/16/2007 - 04/02/2007

MORGAN STANLEY DW INC. (PALM HARBOR FL)

FL

08/14/1997 - 02/20/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEARWATER FL)

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Licenses & Designations

IA

Issued 09/18/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/29/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 08/13/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marcus Allen Brandenburg.
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