Emanuel David Marshall

Employer firm

Orion Portfolio Solutions, LLC CRD 107975

$64.8B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• PORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1993 → 08/2017
  Fidelity Brokerage Services, Inc.
  Cincinnati, OH
• 08/2017 → 01/2018
  Unemployed
  Cincinnati, OH
• 01/2018 → 02/2019
  Stancorp Equities, Inc.
  Cincinnati, OH
• 01/2018 → 02/2019
  Stancorp Investment Advisers, Inc.
  Cincinnati, OH
• 01/2018 → 02/2019
  Standard Retirement Services, Inc.
  Cincinnati, OH
• 02/2019 → 08/2019
  Unemployed
  Cincinnati, OH
• 08/2019 → Present
  Orion Portfolio Solutions, Llc
  Omaha, NE

Previous Registrations

• 2021-02-08 → 2023-01-06
  Orion Portfolio Solutions, Llc
  Omaha, NE
  Hebron, KY
• 2018-01-15 → 2019-02-08
  Stancorp Investment Advisers, Inc.
  Cincinnati, OH
• 2007-10-30 → 2017-08-31
  Strategic Advisers Llc
  Blue Ash, OH
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2008-05-12
• S63 Uniform Securities Agent State Law Examination
  1993-10-11