Yale W. Walker

PSI ADVISORS

St. Petersburg, FL 33713

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CRD#: 5746979

Professional summary

Yale William Walker, who also goes by Yale William Walker Sr, is a registered financial advisor currently at PSI ADVISORS, LLC located in St. Petersburg, Florida.

Yale is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Yale has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Yale William Walker Sr

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.

Walker Wealth Management LLC~'NIR'~7802 Bristol Ct N~Saint Petersburg~FL~33709~Other~Other~8/1/2016~160hrs~80hrs~Fixed insurance

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yale William Walker'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 18, 2022 - Present

PSI ADVISORS, LLC

Office #1: 2553 1st Ave N, St. Petersburg, FL 33713

RIA

CRD#: 285880

St. Petersburg, FL

Past

October 24, 2016 - March 30, 2022

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Saint Petersburg, FL

Past

August 12, 2011 - September 22, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

ST PETERSBURG, 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.

Highlighted states indicate IAR registrations

IAR

Florida
(4/18/2022)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/18/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/8/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/11/2011

Investment Company Products/Variable Contracts Representative Examination

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

Yale W. Walker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yale William Walker's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVANTAX INVESTMENT SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

PSI ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/18/2022

Series 63

Date: 11/8/2011

SIE

Date: 10/1/2018

Series 6

Date: 8/11/2011

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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