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PSI ADVISORS, LLC

TAMPA, FL · CRD 285880 · IAPD ↗ · ericeatonfinancial.com · 813-444-0337

$800.9MRegulatory AUM
12Advisory reps
22Employees
0Clients
More than 500Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
October 2026 — PSI ADVISORS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — PSI ADVISORS, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
November 2024 — PSI ADVISORS, LLC notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.