Richard Zachary Seitz

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

• 10/2012 → 11/2018
  Capital Brokerage Company
  Richmond, VA
• 09/2013 → 11/2018
  Assetmark Financial, Inc.
  Concord, CA
• 08/2014 → 11/2018
  Assetmark Brokerage, Llc
  Concord, CA
• 11/2018 → Present
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 03/2021 → Present
  Brinker Capital Securities, Llc
  Berwyn, PA

Previous Registrations

• 2020-01-23 → 2023-01-06
  Orion Portfolio Solutions, Llc
  Omaha, NE
  Trabuco Canyon, CA
• 2019-02-21 → 2019-12-31
  Orion Portfolio Solutions, Llc
  Torrance, CA
  Omaha, NE
• 2012-11-02 → 2018-11-26
  Assetmark, Inc.
  Concord, CA
• 2012-01-04 → 2012-10-12
  Lpl Financial Llc
  Huntington Beach, CA
  Huntington Beach, CA
  Westlake Village, CA
• 2009-03-26 → 2011-12-31
  Cuna Brokerage Services, Inc.
  Huntington Beach, CA
• 2008-04-23 → 2008-09-09
  Nrp Advisors, Inc.
  Malibu, CA
• 2006-12-11 → 2008-03-31
  Banc Of America Investment Services, Inc.
  Gardena, CA
  Torrance, CA
  Carson, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-04-29
• S66 Uniform Combined State Law Examination
  2006-05-02

Other Names

• Richard Z Seitz
• Zach Seitz