Alexander L. Misarti
PSI ADVISORS
Tampa, FL 33626
Some features on this profile are disabled
CRD#: 6490945
Professional summary
Alexander Lee Misarti, CFP®, who also goes by Alex Misarti, is a registered financial advisor currently at PSI ADVISORS, LLC located in Tampa, Florida and LPL FINANCIAL LLC located in Tampa, Florida.
Alexander is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Alexander has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alex Misarti
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- 100% 2 )2/28/18- Crump Insurance- Non-Variable Insurance- Agent for Fixed life insurance, fixed annuity, disability, Long term care- Tampa, FL- 10% 3) 2/28/18- Principal Financial Group- Non-Variable Insurance- Agent for Fixed life insurance, fixed annuity and disability - Tampa, FL - 20% 4) 03/13/2018 - PSI Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 2/28/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services thru PSI Advisors, LLC, an independent investment advisor firm. I started this business activity in March 2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm�s 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. 5) 10/23/2018 - Ash Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:09/17/2018 - 5 Hours Per Month/1 Hours During Trading - fixed insurance. 6) 6/21/2019 - Alton K. Cates, Jr., CPA PA - Not Investment Related - At Reported Business Location(s) - Other-Referrals - Started 05/08/2019 - This business is located in the same building, occasionally refer a client. 7) 08/18/2022 - Pinnacle Insurance & Financial Services, LLC - Investment Related - At Reported Business Location(s) - Broker - Start Date - 05/13/2022 - 4 Hours Per Month/1 Hours During Securities Trading. 8) 07/11/2024 - INERTIA Advisor Services Group - Non-Variable Insurance - Broker - Investment Related - At Reported Business Location(s) - Start Date 07/10/2024 - 20 Hours Per Month/ 10 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Alexander Lee Misarti's 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®
Start date: 2020
Experience
Current
February 11, 2019 - Present
PSI ADVISORS, LLC
Office #1: 13059 W. Linebaugh Ave Ste. 102, Tampa, FL 33626RIA
CRD#: 285880
Tampa, FL
Current
February 28, 2018 - Present
LPL FINANCIAL LLC
Office #1: 13059 W. Linebaugh Ave, #102, Tampa, FL 33626RIA
BD
CRD#: 6413
Tampa, FL
Past
March 5, 2018 - December 31, 2018
PSI ADVISORS, LLC
RIA
CRD#: 285880
TAMPA, FL
Past
June 28, 2016 - March 7, 2018
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
TAMPA, FL
Past
October 27, 2015 - March 7, 2018
PRINCIPAL SECURITIES, INC.
BD
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
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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/23/2024)
RR
Colorado(4/29/2021)
RR
Florida(2/28/2018)
IAR
Florida(2/11/2019)
RR
Georgia(2/28/2018)
RR
Illinois(11/2/2021)
RR
Louisiana(1/31/2022)
RR
Maryland(2/28/2018)
RR
Massachusetts(7/1/2025)
RR
Michigan(4/6/2018)
RR
North Carolina(9/22/2021)
RR
South Carolina(4/9/2020)
IAR
Texas(11/10/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
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 - (1/3/2017 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
22
SEC notice filing (19 States and Territories)
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.
Company Information
PSI ADVISORS, LLC
CRD#: 285880Tampa, FL 33626TRUST BUT VERIFY
Monitor Alexander Misarti
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
