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Frank Herbert Nickel

Orion Portfolio Solutions, LLC

Omaha, NE

Berwyn, PA

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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

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
Morgan Stanley Smith Barney Purchase NY 06/2009 05/2021
Brinker Capital Securities Berwyn PA 06/2021 Present
Orion Portfolio Solutions Omaha NE 01/2022 Present
  • 06/2009 → 05/2021
    Morgan Stanley Smith Barney
    Purchase, NY
  • 06/2021 → Present
    Brinker Capital Securities
    Berwyn, PA
  • 01/2022 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
Other Businesses

State of Delaware Investment related Investment committee member 11/8/2024 2-3 hours per month with 2 during trading hours

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-04-15
S65 Uniform Investment Adviser Law Examination 1997-07-16
  • S63 Uniform Securities Agent State Law Examination
    2005-04-15
  • S65 Uniform Investment Adviser Law Examination
    1997-07-16

View on SEC IAPD

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