Brett Charles Leach

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

• 06/2012 → Present
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 11/2021 → Present
  Brinker Capital Securities
  Berwyn, PA

Previous Registrations

• 2020-01-23 → 2023-01-06
  Orion Portfolio Solutions, Llc
  Omaha, NE
  Geneva, IL
• 2017-01-05 → 2019-12-31
  Orion Portfolio Solutions, Llc
  Hebron, KY
  Geneva, IL
• 2007-05-10 → 2011-02-16
  Envestnet Pmc
  Berwyn, PA
• 2004-04-28 → 2006-03-23
  Cetera Wealth Services, Llc
  Geneva, IL
  St. Charles, IL
  Wheaton, IL
  Crystal Lake, IL
• 2003-07-11 → 2004-01-23
  Fsc Securities Corporation
  Geneva, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-05
• S66 Uniform Combined State Law Examination
  2001-05-23
• S63 Uniform Securities Agent State Law Examination
  1998-05-15