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Charles Anthony Aronica

Orion Portfolio Solutions, LLC

Berwyn, PA

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 2023-01-17
  • NE RA
    APPROVED
    Since 2023-01-17

Branch Locations

1055 Westlakes Drive Suite 250, Berwyn, PA 19312 • United States

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
Ladenburg Thalmann & Co., Inc. New York NY 05/2016 04/2021
Ladenburg Thalmann Asset Management New York NY 05/2016 04/2021
Brinker Capital Berwyn PA 05/2021 Present
Orion Portfolio Solutions Omaha NE 01/2022 Present
  • 05/2016 → 04/2021
    Ladenburg Thalmann & Co., Inc.
    New York, NY
  • 05/2016 → 04/2021
    Ladenburg Thalmann Asset Management
    New York, NY
  • 05/2021 → Present
    Brinker Capital
    Berwyn, PA
  • 01/2022 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-09-16
S65 Uniform Investment Adviser Law Examination 2010-11-10
  • S63 Uniform Securities Agent State Law Examination
    2013-09-16
  • S65 Uniform Investment Adviser Law Examination
    2010-11-10
Designations
Other Names
  • Charles Anthony Aronica
  • Charles Anthony Aronica

View on SEC IAPD

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CREATIVE PLANNING · Berwyn, PA
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