Nathan A Pavao

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

• 09/2021 → 12/2024
  Franklin Distributors, Llc
  Rancho Cordova, CA
• 12/2020 → 09/2021
  Clearbags
  El Dorado Hills, CA
• 01/2019 → 12/2020
  Carmax
  Parker, CO
• 07/2017 → 01/2019
  Starbucks
  Castle Rock, CO
• 06/2017 → 07/2017
  Ups
  Englewood, CO
• 10/2009 → 06/2017
  Clearbags
  El Dorado Hills, CA
• 12/2024 → 01/2025
  Edward Jones
  St Louis, MO
• 02/2025 → Present
  Brinker Capital Securities
  Berwyn, NE
• 02/2025 → Present
  Orion Portfolio Solutions
  Omaha, NE

Previous Registrations

• 2024-12-09 → 2025-01-27
  Edward Jones
  Garden Valley, CA
  St Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-27
• S63 Uniform Securities Agent State Law Examination
  2021-10-22

Other Names

• Nathan Avery Pavao
• Nathan A Pavao