Bryan Casale has been an investment adviser representative at Psi Advisors since July 2021, and is not listed among the firm’s executive officers or direct owners.
Psi Advisors, LLC is a Tampa, FL firm with $801M under management, 1,745 clients and 12 advisers across 4 offices, as of its September 2026 filing.
Investment adviser representative registrations
Bryan Casale is registered as an investment adviser representative in Florida, since July 2021.
- FloridaSince 27 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 July 2021 |
| SIE | Securities Industry Essentials Examination | 26 April 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Bryan J Casale
- CRD
- 7359698
- Firm
- Psi Advisors · CRD 285880
- Office
- 3810 Gunn Highway, Tampa, FL 33618
- Registration
- Investment adviser registration
- In the industry since
- July 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Bryan Casale work?
Bryan Casale is an investment adviser representative registered through Psi Advisors, LLC since July 2021, and is not listed among the firm’s executive officers or direct owners.
Is Bryan Casale a financial advisor?
Yes. Bryan Casale has a current investment-adviser registration in Florida, through Psi Advisors since July 2021.
How many years of experience does Bryan Casale have?
Bryan Casale has 5 years in the financial industry, since July 2021, across 1 adviser firm.
What exams has Bryan Casale passed?
Bryan Casale has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in April 2021.
Where is Bryan Casale based?
Bryan Casale’s registered office is in Tampa, FL.
Is Bryan Casale registered with FINRA?
No. Bryan Casale has no current broker registration.
How can I verify Bryan Casale’s record?
Search CRD 7359698 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryan Casale’s full registration record.