Andrew Rosenberger

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

• 12/2004 → Present
  Brinker Capital Securities
  Berwyn, PA
• 01/2022 → Present
  Orion Portfolio Solutions
  Omaha, NE

Previous Registrations

• 2022-01-14 → 2023-01-06
  Orion Portfolio Solutions, Llc
  Berwyn, PA
  Omaha, NE
• 2020-10-19 → 2021-12-31
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 2010-04-07 → 2020-10-16
  Brinker Capital Inc
  Berwyn, PA

Other Businesses

ACTG Holdings L.L.C.; investment related; 1123 Scheer Way Collegeville, PA 19426; LLC created for asset protection to hold real estate properties; Joint Owner; started 2/27/2020; approx 5 hours per month on off business hours; 0 hours during securities and trading hours.

Designations

• Chartered Financial Analyst