Bryce H. Brennan

PSI CAPITAL MANAGEMENT

Lancaster, PA 17602

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CRD#: 7648245

Professional summary

Bryce Howard Brennan, who also goes by Bryce Brennan, is a registered financial advisor currently at PSI CAPITAL MANAGEMENT located in Lancaster, Pennsylvania.

Bryce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Bryce has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bryce Brennan

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.

Licensed Insurance agent; Investment Related; Mechanicsburg, Pennsylvania; Fixed Insurance; Started 05/2022; 0 hours per month spent during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryce Howard Brennan'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

May 17, 2023 - Present

PSI CAPITAL MANAGEMENT

Office #1: 147 North Shippen Street, Lancaster, PA 17602

RIA

CRD#: 117105

Lancaster, PA

Past

November 8, 2022 - May 10, 2023

TRANSITION WEALTH MANAGEMENT LLC

RIA

CRD#: 323637

HARRISBURG, PA

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 CAPITAL MANAGEMENT

PLANNING STRATEGIES, INC. | PSI CAPITAL MANAGEMENT

CRD#: 117105 / SEC#: 801-112684

RIA

Registered Investment Advisory firm - (3/23/2018 Approved)

Florida

Registered Investment Advisory firm - (3/28/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (3/29/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Pennsylvania
(5/17/2023)

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: 9/3/2022

Uniform Investment Adviser Law Examination

Current Firm

PSI CAPITAL MANAGEMENT

PLANNING STRATEGIES, INC. | PSI CAPITAL MANAGEMENT

CRD#: 117105 / SEC#: 801-112684

RIA

Registered Investment Advisory firm - (3/23/2018 Approved)

Florida

Registered Investment Advisory firm - (3/28/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (3/29/2018 Terminated)

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Contact information

Main Address

147 North Shippen Street, Lancaster, PA 17602

Mailing Address

Phone number

(717) 207-7123

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PSI CAPITAL MANAGEMENT WRAP PROGRAM APPENDIX 1 WRAP FEE BROCHURE (3/27/2025)

PSI CAPITAL MANAGEMENT PART 2A DISCLOSURE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,344
AUM (Assets Under Management)	$ 348,126,021

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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Bryce H. Brennan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryce Howard Brennan's CRS (Customer Relationship Summary).

Certified licenses

Experience

PSI CAPITAL MANAGEMENT

TRANSITION WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

PSI CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 9/3/2022

Current Firm

PSI CAPITAL MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PSI CAPITAL MANAGEMENT

TRUST BUT VERIFY

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