Pysnik Financial, LLC

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Client assets under management

$45,165,644

Clients

37% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$752,761

About

Pysnik Financial serves individuals (including high‑net‑worth clients), trusts, estates, and business entities, offering asset management, standalone financial planning and consulting, and coordination with third‑party money managers. Portfolios are constructed from a mix of individual stocks, bonds, ETFs, mutual funds and other securities, while planning engagements may address retirement, tax, estate, charitable and real‑estate matters.

The firm primarily manages accounts on a non‑discretionary basis, obtaining client authorization before effecting trades and performing regular portfolio monitoring and rebalancing to align with client objectives. Investment implementation relies on asset‑allocation frameworks and a combination of technical, quantitative and qualitative analysis, and the firm conducts initial and ongoing due diligence when selecting sub‑advisors for client accounts.

Pysnik Financial’s regulatory reporting shows approximately $45.2 million in non‑discretionary AUM and no discretionary AUM, a configuration that is uncommon among peer firms and means clients retain direct control over trade execution. The firm also discloses that its representatives are licensed insurance agents who may receive commissions from insurance product sales and that it uses third‑party managers, both of which are addressed through disclosures and the firm’s code of ethics.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Project-based

Up to $250 per hour for financial planning and consulting services

Main office location

Pysnik Financial, LLC

299 N. Euclid Ave, Suite 560

Pasadena CA 91101, United States

Number of offices

Most active in

California · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 626-514-1225

Advisors at this firm

Jaylene P

Series 63, Series 65

Pasadena, CA

Pysnik Financial, LLC

Jaylene Pysnik is a financial advisor with Pysnik Financial, LLC in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Her prior roles include positions at Independent Financial Group and Lee Pysnik, CPA. She also provides notary services and offers insurance products as a licensed California insurance agent. Pysnik Financial serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering non-discretionary asset management, financial planning, and third-party manager oversight. The firm emphasizes tailored, goal-based asset allocation and operates without discretionary trading authority, requiring client approval for trades.

Active portfolio management Options & derivatives strategies

Michael P

Series 63, Series 65

Pasadena, CA

Pysnik Financial, LLC

Michael Pysnik is a financial advisor at Pysnik Financial, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Independent Financial Group and Lee Pysnik, CPA. In addition to his advisory role, he is a licensed California insurance agent offering various insurance products. Pysnik Financial serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm provides non-discretionary asset management, financial planning, consulting, and insurance implementation, using a goal-based asset allocation approach that includes ETFs, mutual funds, fixed income, and individual securities.

Active portfolio management Options & derivatives strategies

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