Pysnik Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pysnik Financial serves individuals (including high‑net‑worth clients), trusts, estates, and business entities, offering asset management, standalone financial planning and consulting, and coordination with third‑party money managers. Portfolios are constructed from a mix of individual stocks, bonds, ETFs, mutual funds and other securities, while planning engagements may address retirement, tax, estate, charitable and real‑estate matters.
The firm primarily manages accounts on a non‑discretionary basis, obtaining client authorization before effecting trades and performing regular portfolio monitoring and rebalancing to align with client objectives. Investment implementation relies on asset‑allocation frameworks and a combination of technical, quantitative and qualitative analysis, and the firm conducts initial and ongoing due diligence when selecting sub‑advisors for client accounts.
Pysnik Financial’s regulatory reporting shows approximately $45.2 million in non‑discretionary AUM and no discretionary AUM, a configuration that is uncommon among peer firms and means clients retain direct control over trade execution. The firm also discloses that its representatives are licensed insurance agents who may receive commissions from insurance product sales and that it uses third‑party managers, both of which are addressed through disclosures and the firm’s code of ethics.
Client services
Expertise
Fee options
Up to $250 per hour for financial planning and consulting services
Main office
299 N. Euclid Ave, Suite 560
Pasadena CA 91101
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Pysnik Financial · Pysnik Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jaylene P
Series 63, Series 65
Pasadena, CA
Pysnik Financial, LLC
Jaylene Pysnik is a financial advisor with Pysnik Financial, LLC in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Her prior roles include positions at Independent Financial Group and Lee Pysnik, CPA. She also provides notary services and offers insurance products as a licensed California insurance agent. Pysnik Financial serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering non-discretionary asset management, financial planning, and third-party manager oversight. The firm emphasizes tailored, goal-based asset allocation and operates without discretionary trading authority, requiring client approval for trades.
Michael P
Series 63, Series 65
Pasadena, CA
Pysnik Financial, LLC
Michael Pysnik is a financial advisor at Pysnik Financial, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Independent Financial Group and Lee Pysnik, CPA. In addition to his advisory role, he is a licensed California insurance agent offering various insurance products. Pysnik Financial serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm provides non-discretionary asset management, financial planning, consulting, and insurance implementation, using a goal-based asset allocation approach that includes ETFs, mutual funds, fixed income, and individual securities.
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