Mark D. Scheidter

PSI ADVISORS

Tampa, FL 33626

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CRD#: 3105699

Professional summary

Mark David Scheidter, CFP® is a registered financial advisor currently at PSI ADVISORS, LLC located in Tampa, Florida and LPL FINANCIAL LLC located in Tampa, Florida.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Mark has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) 2/28/2018 - Mark Schediter & Associates - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2018 - 160 hr/mth 2) 2/28/2018 - Mark Scheidter & Associates - Non-Variable Insurance - Principal Financial Group and Crump. Fixed life insurance, DI, fixed annuities, LTC, lntrust - health insurance, group non-med - inv rel - at reported business location(s) - start: 03/2018 - 15 hr/mth 3) 2/28/2018 - Mark D. Scheidter, LLC - Business Entity - owner - used for payroll/Tax purposes - non-inv rel - Tampa, FL - start: 11/2015 4) 2/28/2018 - Westchase Professional Services - Real Estate Rental - Owner - non-inv rel - Tampa,FL - start: 11/2005. 5) 4/10/2018 - PSI Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 2/8/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through PSI Advisors, an independent investment advisor firm. I started this business activity on 4/10/2018. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 10/23/2018 - ASH Brokerage - Investment Related - 888 S Harrison St., STE 900 , Fort Wayne, IN 46802 - Non-Variable Insurance - Start Date:08/31/2018 - 5 Hours Per Month/1 Hours During Trading - fixed insurance. 7) 12/6/2018 - Alton K Cates Jr., CPA PA - Not Investment Related - At Reported Business Location(s) - Other-Referrals - Started 08/03/2009 - 1 Hour Per Month During Securities Trading - For Referral Purposes Only. 8) 12/6/2018 - Felix Blanco, CPA PA - Not Investment Related - At Reported Business Location(s) - Other-Referrals - Started 08/03/2009 - 1 Hour Per Month During Securities Trading - For Referral Purposes Only. 9) 12/6/2018 - FLD Insurance, Inc. - Not Investment Related - At Reported Business Location(s) - Other-Referrals - Started 01/04/2010 - 1 Hour Per Month During Securities Trading - For Referral Purposes Only. 10) 12/6/2018 - PayPlus - Not Investment Related - At Reported Business Location(s) - Other-Referrals - Started 02/01/2010 - 1 Hour Per Month During Securities Trading - For Referral Purposes Only. 11) 08/24/2022 - Pinnacle Insurance & Financial Services, LLC - Investment Related - 7791 Belfort Parkway Jacksonville, FL 32256 - Non-Variable Insurance - Broker - Start Date - 08/01/2022 - 4 Hours Per Month/0 Hours During Securities Trading. 12) 07/31/2024 - INERTIA / Advisor Services Group - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 07/11/2024 - 5 Hours Per Month/ 2 Hours during Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark David Scheidter'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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

February 7, 2019 - Present

PSI ADVISORS, LLC

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

RIA

CRD#: 285880

Tampa, FL

Current

February 28, 2018 - Present

LPL FINANCIAL LLC

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

RIA

CRD#: 6413

Tampa, FL

Past

March 8, 2018 - December 31, 2018

PSI ADVISORS, LLC

RIA

CRD#: 285880

TAMPA, FL

Past

September 23, 1998 - March 7, 2018

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

TAMPA, FL

Past

September 21, 1998 - March 7, 2018

PRINCIPAL SECURITIES, INC.

CRD#: 1137

TAMPA, 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

Alabama
(2/28/2018)

Arizona
(9/18/2024)

California
(2/28/2018)

Colorado
(2/28/2018)

District of Columbia
(2/28/2018)

Florida
(2/28/2018)

IAR

Florida
(2/15/2019)

Georgia
(2/28/2018)

Idaho
(2/28/2018)

Illinois
(2/28/2018)

Indiana
(2/28/2018)

Iowa
(2/28/2018)

Kansas
(2/28/2018)

Louisiana
(2/28/2018)

Maryland
(2/28/2018)

Massachusetts
(2/28/2018)

Michigan
(2/28/2018)

Missouri
(2/28/2018)

New York
(2/28/2018)

North Carolina
(2/28/2018)

Ohio
(2/28/2018)

Oklahoma
(2/28/2018)

Oregon
(2/28/2018)

Pennsylvania
(2/28/2018)

Rhode Island
(6/24/2024)

South Carolina
(2/28/2018)

Tennessee
(2/28/2018)

Texas
(2/28/2018)

IAR

Texas
(2/7/2019)

Virginia
(2/28/2018)

Washington
(2/28/2018)

Wisconsin
(4/27/2022)

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

Series 63

Date: 3/12/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/2/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/18/1998

Investment Company Products/Variable Contracts 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

Mark D. Scheidter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark David Scheidter's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

PSI ADVISORS, LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

PSI ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/12/1999

SIE

Date: 10/1/2018

Series 7

Date: 5/2/2002

Series 6

Date: 9/18/1998

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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