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Susanne Harley Dombrowski

PSI Capital Management

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About Susanne Harley Dombrowski

Susanne Harley Dombrowski is a financial advisor registered in Pennsylvania with PSI Capital Management. Susanne has been in the financial services industry since 1989. She holds the Series 7, Series 63, and Series 65 licenses. Susanne has previously worked at Securities Service Network, Inc., Investcorp, Inc., Park Avenue Securities LLC, and Guardian Investor Services Corporation.

Firm Information

Susanne Dombrowski is currently registered with PSI Capital Management. PSI Capital Management is an investment advisory firm based in LANCASTER, PA. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. PSI Capital Management manages approximately $287 million in assets for over 1,300 clients.
PSI Capital Management

147 NORTH SHIPPEN STREET

LANCASTER, PA 17602

$287.14M

Assets Under Management

9

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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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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Susanne Dombrowski’s Registration & Firm History

PA

10/20/2008 - Present

PSI Capital Management (LANCASTER PA)

PA

01/25/2007 - 07/08/2011

SECURITIES SERVICE NETWORK, INC. (LANCASTER PA)

PA

02/14/2005 - 12/31/2006

INVESTACORP, INC. (MOUNT JOY PA)

NY

05/03/1999 - 02/17/2005

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NY

06/16/1989 - 05/03/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/16/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/20/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Susanne Harley Dombrowski.
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