PSA FINANCIAL ADVISORS INC
CRD #110802 SEC #801-56821 HUNT VALLEY, MD 410-821-7766
SEC Registered Disclosures
Total AUM
--
Discretionary
--
Employees
1
Clients
0
Accounts
--
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- APRIL
- Registration Date
- --
- Latest Filing
- May 16, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAIR, ROGER, IRVIN | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| BAIR, ROGER, IRVIN | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| BAIR, ROGER, IRVIN | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| BAIR, ROGER, IRVIN | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| BAIR, ROGER, IRVIN | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| BAIR, ROGER, IRVIN | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| BAIR, ROGER, IRVIN | I | SENIOR PORTFOLIO MANAGER | NA | Control |
| BAKER, THOMAS, GILL | I | PORTFOLIO MANAGER | NA | |
| BRADLEY, HENRY, NAGEL | I | DIRECTOR OF DEVELOPMENT | NA | Control |
| BRADLEY, HENRY, NAGEL | I | DIRECTOR OF DEVELOPMENT | NA | Control |
| BRADLEY, HENRY, NAGEL | I | DIRECTOR OF DEVELOPMENT | NA | Control |
| DERBY, DAVID, ALAN | I | PORTFOLIO MANAGER | NA | |
| DERBY, DAVID, ALAN | I | SENIOR PORTFOLIO MANAGER | NA | |
| DERBY, DAVID, ALAN | I | SENIOR PORTFOLIO MANAGER | NA | |
| DERBY, DAVID, ALAN | I | SENIOR PORTFOLIO MANAGER | NA | |
| DERBY, DAVID, ALAN | I | SENIOR PORTFOLIO MANAGER | NA | |
| DERBY, DAVID, ALAN | I | PORTFOLIO MANAGER | NA | |
| DERBY, DAVID, ALAN | I | PORTFOLIO MANAGER | NA | |
| EBERTZ, CYNTHIA, DIANA | I | PORTFOLIO MANAGER | NA | |
| EBERTZ, CYNTHIA, DIANA | I | PORTFOLIO MANAGER | NA | |
| EBERTZ, CYNTHIA, DIANA | I | PORTFOLIO MANAGER | NA | |
| EBERTZ, CYNTHIA, DIANA | I | PORTFOLIO MANAGER | NA | |
| ENGLISH, CRAIG, A | I | DIRECTOR OF INSURANCE | NA | Control |
| ENGLISH, CRAIG, A | I | DIRECTOR OF INSURANCE | NA | Control |
| ENGLISH, CRAIG, A | I | DIRECTOR OF INSURANCE | NA | Control |
| ENGLISH, CRAIG, A | I | DIRECTOR OF INSURANCE | NA | Control |
| ENGLISH, CRAIG, A | I | DIRECTOR OF INSURANCE | NA | Control |
| ENGLISH, CRAIG, A | I | DIRECTOR OF INSURANCE | NA | Control |
| ENGLISH, CRAIG, A | I | DIRECTOR OF INSURANCE | NA | Control |
| GLEASON, PETER, GOULD | I | CONTROLLER | NA | |
| LEWIS, TREVOR, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, TREVOR, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, TREVOR, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, TREVOR, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| TEETS, DONNA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILKERSON, CURTIS, DEAN | I | DIRECTOR OF FINANCIAL PLANNING/INSURANCE | NA | Control |
| WILKERSON, CURTIS, DEAN | I | DIRECTOR OF FINANCIAL PLANNING/INSURANCE | NA | Control |
| WILKERSON, CURTIS, DEAN | I | DIRECTOR OF FINANCIAL PLANNING/INSURANCE | NA | Control |
| WILKERSON, CURTIS, DEAN | I | DIRECTOR OF FINANCIAL PLANNING/INSURANCE | NA | Control |
| WILKERSON, CURTIS, DEAN | I | DIRECTOR OF FINANCIAL PLANNING/INSURANCE | NA | Control |
| WILKERSON, CURTIS, DEAN | I | DIRECTOR OF FINANCIAL PLANNING/INSURANCE | NA | Control |
| WILKERSON, CURTIS, DEAN | I | DIRECTOR OF FINANCIAL PLANNING/INSURANCE | NA | Control |
| WILLIAMS, CHARLES, GRADY | I | CONTROLLER | NA | Control |
| LEWIS, TREVOR, CHARLES | I | PRESIDENT | E | Control |
| LEWIS, TREVOR, CHARLES | I | PRESIDENT/CEO | E | Control |
| LEWIS, TREVOR, CHARLES | I | PRESIDENT/CEO | E | Control |
| LEWIS, TREVOR, CHARLES | I | PRESIDENT/CEO | E | Control |
| LEWIS, TREVOR, CHARLES | I | PRESIDENT/CEO | E | Control |
| LEWIS, TREVOR, CHARLES | I | PRESIDENT | E | Control |
| LEWIS, TREVOR, CHARLES | I | PRESIDENT | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
| PSA HOLDINGS, INC | DE | CORPORATE OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BOWLING, KRISTINE, ANN | I | PSA FINANCIAL ADVISORS, INC | F | |
| BOWLING, KRISTINE, ANN | I | PSA FINANCIAL ADVISORS, INC | F | |
| BOWLING, KRISTINE, ANN | I | PSA FINANCIAL ADVISORS, INC | F | |
| BOWLING, KRISTINE, ANN | I | PSA FINANCIAL ADVISORS, INC | F | |
| BOWLING, KRISTINE, ANN | I | PSA FINANCIAL ADVISORS, INC | F | |
| BOWLING, KRISTINE, ANN | I | PSA FINANCIAL ADVISORS, INC | F | |
| BOWLING, KRISTINE, ANN | I | PSA FINANCIAL ADVISORS, INC | F | |
| BOWLING, KRISTINE, ANN | I | PSA FINANCIAL ADVISORS, INC | F | |
| BOWLING, KRISTINE, ANN | I | PSA FINANCIAL ADVISORS, INC | F | |
| BOWLING, KRISTINE, ANN | I | PSA FINANCIAL ADVISORS, INC | F | |
| BOWLING, KRISTINE, ANN | I | PSA FINANCIAL ADVISORS, INC | F | |
| BOWLING, KRISTINE, ANN | I | PSA FINANCIAL ADVISORS, INC | F | |
| BOWLING, KRISTINE, ANN | I | PSA FINANCIAL ADVISORS, INC | F | |
| BOWLING, KRISTINE, ANN | I | PSA FINANCIAL ADVISORS, INC | F | |
| BOWLING, KRISTINE, ANN | I | PSA FINANCIAL ADVISORS, INC | F | |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| ENGLISH, CRAIG, A | I | PSA HOLDINGS, INC | F | Control |
| TEETS, DONNA, MARIA | I | PSA FINANCIAL ADVISORS, INC | F | Control |
| TEETS, DONNA, MARIA | I | PSA FINANCIAL ADVISORS, INC | F | Control |
| TEETS, DONNA, MARIA | I | PSA FINANCIAL ADVISORS, INC | F | Control |
| TEETS, DONNA, MARIA | I | PSA FINANCIAL ADVISORS, INC | F | Control |
| TEETS, DONNA, MARIA | I | PSA FINANCIAL ADVISORS, INC | F | Control |
| TEETS, DONNA, MARIA | I | PSA FINANCIAL ADVISORS, INC | F | Control |
| TEETS, DONNA, MARIA | I | PSA FINANCIAL ADVISORS, INC | F | Control |
| TEETS, DONNA, MARIA | I | PSA FINANCIAL ADVISORS, INC | F | Control |
| TEETS, DONNA, MARIA | I | PSA FINANCIAL ADVISORS, INC | F | Control |
| TEETS, DONNA, MARIA | I | PSA FINANCIAL ADVISORS, INC | F | Control |
| TEETS, DONNA, MARIA | I | PSA FINANCIAL ADVISORS, INC | F | Control |
| TEETS, DONNA, MARIA | I | PSA FINANCIAL ADVISORS, INC | F | Control |
| TEETS, DONNA, MARIA | I | PSA FINANCIAL ADVISORS, INC | F | Control |
| TEETS, DONNA, MARIA | I | PSA FINANCIAL ADVISORS, INC | F | Control |
| TEETS, DONNA, MARIA | I | PSA FINANCIAL ADVISORS, INC | F | Control |
| TEETS, DONNA, MARIA | I | PSA FINANCIAL ADVISORS, INC | F | Control |
| TEETS, DONNA, MARIA | I | PSA FINANCIAL ADVISORS, INC | F | Control |
| TEETS, DONNA, MARIA | I | PSA FINANCIAL ADVISORS, INC | F | Control |
| TEETS, DONNA, MARIA | I | PSA FINANCIAL ADVISORS, INC | F | Control |
| TEETS, DONNA, MARIA | I | PSA FINANCIAL ADVISORS, INC | F | Control |
| TEETS, DONNA, MARIA | I | PSA FINANCIAL ADVISORS, INC | F | Control |
| TEETS, DONNA, MARIA | I | PSA FINANCIAL ADVISORS, INC | F | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
| LEWIS, TREVOR, CHARLES | I | PSA HOLDINGS, INC | E | Control |
Registrations
Federal
IA
May 16, 2017 REGISTERED
Notice Filings (18)
CA CO DC DE FL IL MA MD ME NC NH NJ NY PA SC TX VA WV
Address
11311 MCCORMICK ROAD, SUITE 500HUNT VALLEY, MD 21031-8622
United States
Phone: 410-821-7766