Bryan J Casale
Investment adviser representative at Psi Advisors, LLC
10 yearsExperience
1 stateRegistered in
$800.9MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Psi Advisors, LLCNov 2021 to now
- Teague & AssociatesApr 2021 to now
- Casale Design SourceMar 2019 to Apr 2021
- UnemployedAug 2018 to Mar 2019
- University of Tennessee, KnoxvilleAug 2017 to Aug 2018
- TraveledJul 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
Psi Advisors, LLC
$800.9MAssets managed
1,745Clients
11Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7359698
- Firm CRD
- 285880