Tampa, FL Gunn Highway Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
PSI Advisors, LLC
Team
Firm-wide stats for PSI Advisors, LLC
About
PSI Advisors serves individual and high‑net‑worth clients as well as employer‑sponsored retirement plans, providing financial planning, ongoing portfolio management, and retirement plan fiduciary and consulting services. The firm also participates in multiple LPL‑sponsored advisory platforms and operates wrap fee program offerings as part of its managed account lineup.
PSI tailors services to each client using model allocations and a mix of analytical methods (charting, fundamental, quantitative and technical) and offers both discretionary and non‑discretionary management. Its platform mix includes algorithmic, advisor‑enhanced solutions and manager‑access programs, and its separately managed account strategies explicitly may employ derivatives, options, margin and borrowing where appropriate.
Compared with many peers, PSI discloses use of client testimonials and third‑party endorsements in advertising and runs educational seminars and workshops for plan sponsors and participants. The firm also serves as a wrap fee program sponsor and maintains close operational and distribution ties to a national broker‑dealer platform, a relationship that informs its program offerings and business support following a recent change in ownership and compliance leadership.
Based on PSI Advisors, LLC
Location
3810 Gunn Highway
Tampa FL 33618
Advisors at this office
2
Advisors at this office
Brandan T
Series 63, Series 65
Tampa, FL
PSI Advisors, LLC
Brandan Teague is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at LPL Financial and Princor Financial Services Corp, and he has operated Teague & Associates since 2015. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm uses a combination of analytical methods and offers both discretionary and non-discretionary management through various advisory platforms and managed account strategies.
Bryan C
Series 65
Tampa, FL
PSI Advisors, LLC
Bryan Casale is a financial advisor with PSI Advisors, LLC in Tampa, FL. He holds a Series 65 designation and has five years of industry experience. Prior to joining PSI Advisors, he was involved with Teague & Associates and ran Casale Design Source. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm employs a range of analytical methods and offers both discretionary and non-discretionary management through multiple advisory platforms and managed account strategies.
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