Sharlyn Yap Leh

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

• 04/2015 → 08/2025
  Assetmark Financial Holdings, Inc
  Ottawa Hills, OH
• 06/2015 → 08/2025
  Assetmark Brokerage, Llc
  Ottawa Hills, OH
• 09/2025 → Present
  Orion Advisor Solutions
  Omaha, NE
• 09/2025 → Present
  Brinker Capital Securities
  Philadelphia, PA
• 09/2025 → Present
  Orion Portfolio Solutions
  Omaha, NE

Previous Registrations

• 2015-06-23 → 2025-08-13
  Assetmark, Inc.
  Concord, CA
  Sandusky, OH
  Concord, CA
  Columbus, OH
  Ottawa Hills, OH
• 2013-04-19 → 2014-06-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 2009-11-17 → 2013-04-12
  Morgan Stanley
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2009-11-16

Other Names

• Sharlyn Leh
• Sharlyn Ritz Yap Leh