Financial ADVSR advisor directory · SEC adviser records
Psi Capital Management financial advisors in Lancaster, PA
Every SEC-registered investment adviser representative at a Psi Capital Management office in Lancaster, A to Z.
The short answer
7 registered advisors work at Psi Capital Management in Lancaster, out of 9 at the firm nationwide; it ranks number 15 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Psi Capital Management advisors in Lancaster, A to Z
Every Psi Capital Management advisor →- Bryce H. BrennanCertified Financial Planner
- Kiah R. FowlerInvestment adviser rep
- Karl A. LehmanInvestment adviser rep
- Steven M. MitchellInvestment adviser rep
- Scott G. SmithInvestment adviser rep
- Matthew C. StaubInvestment adviser rep
- Vanessa M. ZookInvestment adviser rep
Psi Capital Management advisors in every city and state →Psi Capital Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Psi Capital Management advisors in other cities
Other firms in Lancaster
All Lancaster advisors →LPL Financial LLC 25Morgan Stanley 25Rkl Private Wealth 23Ameriprise Financial Services, LLC 19Janney Montgomery Scott LLC 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Faithward Advisors, LLC 13Rodgers & Associates 12Osaic Wealth, Inc. 11Raymond James Financial Services Advisors, Inc. 11Edward Jones 9Commonwealth Financial Network 8
Questions
How many financial advisors does Psi Capital Management have in Lancaster?
7 investment adviser representatives are registered at Psi Capital Management offices in Lancaster, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Psi Capital Management one of the largest advisor employers in Lancaster?
Psi Capital Management ranks number 15 in Lancaster by registered advisors; LPL Financial LLC has the most, with 25.
How do I check a Psi Capital Management advisor in Lancaster?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Psi Capital Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.