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Christopher John Romano

Orion Portfolio Solutions, LLC

Omaha, NE

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Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-01-24
  • NE RA
    APPROVED
    Since 2023-01-24

Branch Locations

17605 Wright St, Omaha, NE 68130 • 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
Etf Global New York NY 07/2012 07/2018
Orion Portfolio Solutions, Llc Omaha NE 07/2018 Present
Orion Advisor Technology, Llc Omaha NE 07/2018 Present
  • 07/2012 → 07/2018
    Etf Global
    New York, NY
  • 07/2018 → Present
    Omaha, NE
  • 07/2018 → Present
    Orion Advisor Technology, Llc
    Omaha, NE
Previous Registrations
  • 2019-11-08 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Pittsburgh, PA
    Omaha, NE
    Naples, FL
  • 2013-12-09 → 2015-07-20
    Partnervest Advisory Services Llc
    Pittsburgh, PA
    Santa Barbara, CA
    Pittsburgh, PA
  • 2012-06-22 → 2015-07-20
    Rayliant Asset Management, Llc
    Canonsburg, PA
  • 2006-04-05 → 2011-12-09
    North Haven, CT
  • 2004-01-15 → 2004-12-31
    Blue Vase Securities, Llc
    Washington, PA
Other Businesses

Koyfin, Consultant, Miami, FL www.koyfin.com An analytical/charting platform. Product consulting on product org and validation of performance attribution models. Build quantitative methods for calculation performance attribution. 15-20 hours per month outside of trading hours Not investment related Compensated Start Date: 1.2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-12-17
  • S66 Uniform Combined State Law Examination
    2002-12-17
Designations
Other Names
  • Chris Romano

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