Ronald Earl Pruitt

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

• 10/2014 → 07/2017
  Envestnet Asset Management
  Addison, TX
• 05/2024 → Present
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 08/2017 → 03/2019
  Ron Pruitt Consulting
  Dallas, TX
• 03/2019 → 01/2021
  Solovis
  Dallas, TX
• 01/2021 → 01/2022
  Solovis
  Dallas, TX
• 02/2022 → 12/2023
  Evestment Alliance
  Dallas, TX
• 02/2022 → 12/2023
  Nasdaq Analytics
  Dallas, TX
• 01/2024 → 04/2024
  Ron Pruitt Consulting
  Dallas, TX

Previous Registrations

• 2015-02-25 → 2017-09-13
  Envestnet Pmc
  Addison, TX
  Berwyn, PA
• 2001-12-11 → 2014-12-31
  Placemark Investments, Inc.
  Dallas, TX
  Addison, TX

Other Businesses

Rental Property; No; Private Residence; Rental Property in Oklahoma; Owner; Owner; July 2021; 1; 0; Interact with property manager as needed. The property is professionally managed and unless an escalation arises I am not actively engaged in managing this property. Ron Pruitt Consulting; No; Private Personal Residence; Business consulting as a sole proprietor; Owner; Owner; August 2017; 1; 1; General management, product strategy, roadmap and economics, investment oversight, market rationalization, investment management oversight, money management product distribution and M&A advisory.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-23

Designations

• Chartered Financial Analyst

Other Names

• Ronald Earl Pruitt
• Ron Pruit
• Ronald Pruitt