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Christopher Steven Ferrell

PSI ADVISORS
TAMPA, FL
·CRD# 5458895·18 years experience

Professional Summary

Christopher Steven Ferrell, who also goes by Chris Ferrell, Christopher S Ferrell, Christopher Steven Ferrell, is a registered financial advisor currently at PSI ADVISORS, LLC located in Tampa, Florida and LPL FINANCIAL LLC located in Tampa, Florida. Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Christopher has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chris Ferrell, Christopher S Ferrell, Christopher Steven Ferrell

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

18 years in the financial services industry

Current & Past Employments

PSI ADVISORS, LLC·CRD# 285880
RIA
13059 W. Linebaugh Ave., Suite 102, Tampa, FL 33626
March 15, 2019 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
BD
13059 W. Linebaugh Ave, #102, Tampa, FL 33626
February 28, 2018 - Present
PSI ADVISORS, LLC·CRD# 285880
RIA
Tampa, FL
March 9, 2018 - December 31, 2018
PRINCIPAL SECURITIES, INC.·CRD# 1137
RIA
Tampa, FL
August 19, 2016 - March 7, 2018
PRINCIPAL SECURITIES, INC.·CRD# 1137
BD
Tampa, FL
July 14, 2016 - March 7, 2018
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
RIA
Vienna, VA
May 22, 2015 - February 8, 2016
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
Vienna, VA
September 10, 2014 - February 8, 2016
FINANCIAL TELESIS INC·CRD# 31012
BD
Falls Church, VA
April 30, 2014 - September 10, 2014
MORGAN STANLEY·CRD# 149777
BD
Bethesda, MD
April 19, 2010 - May 23, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Washington, DC
January 22, 2009 - March 23, 2010
VALIC FINANCIAL ADVISORS, INC.·CRD# 42803
BD
Tampa, FL
April 17, 2008 - May 30, 2008

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Current Firm

PSI ADVISORS, LLC
PSI ADVISORS, LLC

BRANDENBURG FINANCIAL | WALKER WEALTH MANAGEMENT | TEAGUE & ASSOCIATES | PSI ADVISORS, LLC | MARK SCHEIDTER & ASSOCIATES | HUGHES & WALLINGTON INVESTMENT MANAGEMENT | EATON FINANCIAL

CRD#: 285880 / SEC#: 801-108813
RIA
Registered Investment Advisory firm - SEC (1/3/2017 Approved)

Contact Information

Main Address

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

Phone Number

(813) 444-0337

# of Employees

22

SEC notice filing (19 States and Territories)

Registered to provide investment advisory services in 19 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PSI ADVISORS, LLC ADV PART 2A FIRM BROCHURE (9/18/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,237

AUM (Assets Under Management)

$800,938,904

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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)2/28/18- Mark Scheidter & Associates- DBA for LPL Business (entity for LPL business)- Inv. Related- Tampa, FL 2)2/28/18- Mark Scheidter & Associates- Non-Variable Insurance- Agent for Fixed Life Insurance, Fixed Annuities, DI, LTC- Inv. Related- Tampa, FL- 1% 3) 4/10/2018 - PSI Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 2/28/2018 - 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. 4. 09/11/2019 - Alton K. Cates, Jr., CPA, P.A. - Not investment related - At reported business location(s) - Referrals - start date:02/28/2019 - 1 hr/mo - 0 hrs during trading - Alton K. Cates, Jr., CPA PA - For Referral Purposes Only. 5. 09/12/2019 - FLD Insurance, Inc. - Not investment related - At reported business location(s) - Referrals - start date:02/28/2019 - 1 hr/mo - 0 hrs during trading - FLD Insurance, Inc. - For Referral Purposes Only. 6. 09/12/2019 - PayPlus, LLC - Not investment related - at reported business location(s) - Referrals - start date:02/28/2019 - 1 hr/mo - 0 hrs during trading - PayPlus- For Referral Purposes Only. 7. 09/12/2019 - Felix Blanco, CPA, P.A. - Not investment related - At reported business location(s) - Referrals - start date:02/28/2019 - 1 hr/mo - 0 hrs during trading. 8. LPL Financial, brokerage firm; Investment-related; 4707 Executive Drive, San Diego, CA 92121; Registered Representative; start 2/2018; spend 160 hours/month on RR duties of sales and client servicing under dba Mark Scheidter & Associates; 160 hours/month during trading hours.

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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
PSI ADVISORS, LLC

BRANDENBURG FINANCIAL | WALKER WEALTH MANAGEMENT | TEAGUE & ASSOCIATES | PSI ADVISORS, LLC | MARK SCHEIDTER & ASSOCIATES | HUGHES & WALLINGTON INVESTMENT MANAGEMENT | EATON FINANCIAL

CRD#: 285880 / SEC#: 801-108813
RIA
Registered Investment Advisory firm - SEC (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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(2/28/2018)
IAR
Florida
(3/15/2019)
RR
North Carolina
(10/31/2025)
IAR
North Carolina
(2/3/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2015About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2008About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Steven Ferrell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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