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Michael Francis Frascone

Orion Portfolio Solutions, LLC

Omaha, NE

Berwyn, PA

CRD 3071761

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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:

Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-01-17
  • NE RA
    APPROVED
    Since 2023-01-17

Branch Locations

17605 Wright St, Omaha, NE 68130 • United States

1055 Westlakes Drive Suite 250, Berwyn, PA 19312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brinker Capital Berwyn PA 05/2000 Present
Orion Portfolio Solutions Omaha NE 01/2022 Present
  • 05/2000 → Present
    Brinker Capital
    Berwyn, PA
  • 01/2022 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
  • 2022-01-12 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Omaha, NE
    Berwyn, PA
  • 2020-10-19 → 2021-12-31
    Orion Portfolio Solutions, Llc
    Omaha, NE
  • 2006-05-10 → 2020-10-16
    Brinker Capital Inc
    Berwyn, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-01-04
S66 Uniform Combined State Law Examination 1998-09-01
  • S63 Uniform Securities Agent State Law Examination
    2007-01-04
  • S66 Uniform Combined State Law Examination
    1998-09-01

View on SEC IAPD

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