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Marcus Brandenburg, portrait

Marcus Brandenburg

Investment adviser representative at Psi Advisors in Trinity, FL

Investment adviser and broker registrationsUpdated

Marcus Brandenburg is an investment adviser representative at Psi Advisors, LLC, an investment adviser managing $801M, and works from its Trinity, FL office. Marcus Brandenburg has been registered through Psi Advisors since 12 April 2019, has 29 years in the industry across 7 firms and has passed the Series 7, Series 63, Series 65 and Series 31.

29
Years in industry
7
Years at firm
7
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Marcus Brandenburg has been an investment adviser representative at Psi Advisors since April 2019, and is not listed among the firm’s executive officers or direct owners. Marcus Brandenburg studied at the University of South Florida.

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.

Marc Brandenburg is President & CEO of Brandenburg Financial, whose investment advice is offered through PSI Advisors, LLC. He has 30 years of experience in financial services, including time at Merrill Lynch, Morgan Stanley and Ameriprise Financial, before moving to independent practice.

Marcus Brandenburg’s longest registration was 9 years at Merrill Lynch Pierce Fenner & Smith Inc. (1997–2007). Before joining Psi Advisors in 2019, Marcus Brandenburg was registered through Independent Financial Partners and Ameriprise Financial Services, Inc.

  1. – present · 7 years
    Trinity, FL · Adviser representative · Firm CRD 285880
  2. Independent Financial Partners
    – · 2 years
    Tampa, FL · Adviser representative · Firm CRD 125112
  3. Ameriprise Financial Services, Inc.
    – · 5 years
    Clearwater, FL · Adviser representative · Firm CRD 6363
  4. Morgan Stanley Smith Barney LLC
    – · 2 years
    Palm Harbor, FL · Adviser representative · Firm CRD 149777
  5. Morgan Stanley & Co. Incorporated
    – · 2 years
    Palm Harbor, FL · Adviser representative · Firm CRD 8209
  6. Morgan Stanley
    – · under a year
    Palm Harbor, FL · Adviser representative · Firm CRD 7556
  7. Merrill Lynch Pierce Fenner & Smith Inc.
    – · 9 years
    Clearwater, FL · Adviser representative · Firm CRD 7691

Credentials and registrations

Investment adviser representative registrations

Marcus Brandenburg is registered as an investment adviser representative in Florida, since April 2019.

  • FloridaSince 12 April 2019

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 3127 January 2005
Name
Futures Managed Funds Examination
Series 6518 September 1997
Name
Uniform Investment Adviser Law Examination
Series 6329 August 1997
Name
Uniform Securities Agent State Law Examination
Series 713 August 1997
Name
General Securities Representative Examination

Key facts

Full name
Marcus Allen Brandenburg
CRD
2899667
Firm
Psi Advisors · CRD 285880
Office
Trinity, FL
Registration
Investment adviser and broker registrations
In the industry since
August 1997
Disciplinary history
Not yet shown here · SEC record · BrokerCheck
Firm bio
brgfin.com

Common questions

Where does Marcus Brandenburg work?

Marcus Brandenburg is an investment adviser representative registered through Psi Advisors, LLC since April 2019, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Marcus Brandenburg a financial advisor?

Yes. Marcus Brandenburg has a current investment-adviser registration in Florida, through Psi Advisors since April 2019.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Marcus Brandenburg have?

Marcus Brandenburg has 29 years in the financial industry, since August 1997, across 7 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Marcus Brandenburg passed?

Marcus Brandenburg has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in August 1997. FINRA credited Marcus Brandenburg with the SIE, which began in October 2018.

Source: IAPD individual record, checked 24 October 2026

Where did Marcus Brandenburg work before Psi Advisors?

Before Psi Advisors, Marcus Brandenburg was registered through Ameriprise Financial Services, Inc., September 2011 to May 2017; Morgan Stanley Smith Barney LLC, June 2009 to September 2011; Morgan Stanley & Co. Incorporated, April 2007 to June 2009; Morgan Stanley, February 2007 to April 2007; Merrill Lynch Pierce Fenner & Smith Inc., August 1997 to February 2007.

Source: IAPD individual record, checked 24 October 2026

Where is Marcus Brandenburg based?

Marcus Brandenburg’s registered office is in Trinity, FL.

Source: IAPD individual record, checked 24 October 2026

Is Marcus Brandenburg registered with FINRA?

Yes. Marcus Brandenburg has a current broker registration, under CRD 2899667.

Source: FINRA BrokerCheck

How can I verify Marcus Brandenburg’s record?

Search CRD 2899667 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Marcus Brandenburg’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Psi Advisors

Sources

  1. IAPD individual record, CRD 2899667, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Psi Advisors, LLC, filed 18 September 2026. Executive officers and direct owners; this person is not among them.
  3. Psi Advisors team page. Biography, education, credentials, awards and the portrait, reproduced for identification.