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Zachary John Bereznak

Orion Portfolio Solutions, LLC

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 2026-02-17
  • NE RA
    APPROVED
    Since 2026-02-17

Branch Locations

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
Neuberger Berman New York NY 02/2021 05/2025
Clearbridge Investments New York NY 06/2016 02/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 06/2025 01/2026
Orion Portfolio Solutions Omaha NE 01/2026 Present
Brinker Capital Securities Berwyn PA 01/2026 Present
  • 02/2021 → 05/2025
    Neuberger Berman
    New York, NY
  • 06/2016 → 02/2021
    Clearbridge Investments
    New York, NY
  • 06/2025 → 01/2026
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pennington, NJ
  • 01/2026 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 01/2026 → Present
    Brinker Capital Securities
    Berwyn, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-09
S63 Uniform Securities Agent State Law Examination 2021-07-03
  • S65 Uniform Investment Adviser Law Examination
    2025-07-09
  • S63 Uniform Securities Agent State Law Examination
    2021-07-03
Designations
Other Names
  • Zachery John Bereznak

View on SEC IAPD

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