Marcus A. Brandenburg

PSI ADVISORS

TRINITY, FL

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CRD#: 2899667

Professional summary

Marcus Allen Brandenburg, who also goes by Marc Bradenburg, Marcus A Bradenburg, Marcus Allen Bradenburg, is a registered financial advisor currently at PSI ADVISORS, LLC located in Trinity, Florida and LPL FINANCIAL LLC located in Tampa, Florida.

Marcus is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Marcus has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marc Bradenburg | Marcus A Bradenburg | Marcus Allen Bradenburg

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcus Allen Brandenburg's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 12, 2019 - Present

PSI ADVISORS, LLC

RIA

CRD#: 285880

TRINITY, FL

Current

April 25, 2017 - Present

LPL FINANCIAL LLC

Office #1: 13059 W. Linebaugh Ave, #102, Tampa, FL 33626

RIA

CRD#: 6413

Tampa, FL

Past

April 26, 2017 - May 2, 2019

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

Tampa, FL

Past

September 2, 2011 - May 1, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CLEARWATER, FL

Past

September 2, 2011 - May 1, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CLEARWATER, FL

Past

June 1, 2009 - September 23, 2011

MORGAN STANLEY

RIA

CRD#: 149777

PALM HARBOR, FL

Past

June 1, 2009 - September 23, 2011

MORGAN STANLEY

CRD#: 149777

PALM HARBOR, FL

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

PALM HARBOR, FL

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

PALM HARBOR, FL

Past

February 16, 2007 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

PALM HARBOR, FL

Past

February 16, 2007 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

PALM HARBOR, FL

Past

August 19, 1997 - February 20, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CLEARWATER, FL

Past

August 14, 1997 - February 20, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CLEARWATER, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PSI ADVISORS, LLC

CRD#: 285880 / SEC#: 801-108813

RIA

Registered Investment Advisory firm - (1/3/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(5/8/2017)

Connecticut
(4/25/2017)

Florida
(4/25/2017)

IAR

Florida
(4/12/2019)

Indiana
(5/25/2017)

Kansas
(4/25/2017)

New York
(4/25/2017)

Washington
(7/31/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/18/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/29/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 1/27/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/13/1997

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

PSI ADVISORS, LLC

CRD#: 285880 / SEC#: 801-108813

RIA

Registered Investment Advisory firm - (1/3/2017 Approved)

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Contact information

Main Address

13059 W. Linebaugh Ave Ste. 102, Tampa, FL 33626

Mailing Address

Phone number

(813) 343-3860

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PSI ADVISORS, LLC WRAP FEE PROGRAM BROCHURE (10/17/2025)

PSI ADVISORS, LLC ADV PART 2A FIRM BROCHURE (10/17/2025)

Regulatory assets under management

Total Number of Accounts	3,249
AUM (Assets Under Management)	$ 696,692,392

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Marcus A. Brandenburg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcus Allen Brandenburg's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

INDEPENDENT FINANCIAL PARTNERS

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

PSI ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/18/1997

Series 63

Date: 8/29/1997

SIE

Date: 10/1/2018

Series 31

Date: 1/27/2005

Series 7

Date: 8/13/1997

FINRA

Current Firm

PSI ADVISORS, LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PSI ADVISORS, LLC

TRUST BUT VERIFY

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