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Robert Alastair Zeved Gregory

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
PA RA APPROVED 2023-01-24
  • PA RA
    APPROVED
    Since 2023-01-24

Branch Locations

1055 Westlakes Dr # 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
Brinker Capital Investments Berwyn PA 02/2022 Present
Orion Portfolio Solutions Omaha NE 02/2022 Present
Pnc Bank Philadelphia PA 08/2017 02/2022
Eddie Bauer North Wales PA 08/2014 08/2017
  • 02/2022 → Present
    Brinker Capital Investments
    Berwyn, PA
  • 02/2022 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 08/2017 → 02/2022
    Pnc Bank
    Philadelphia, PA
  • 08/2014 → 08/2017
    Eddie Bauer
    North Wales, PA
Previous Registrations
  • 2022-04-04 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Berwyn, PA
    Omaha, NE
Other Businesses

Philly Plant Dads, LLC Founder 15-20 hours/month Non-investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-02
  • S65 Uniform Investment Adviser Law Examination
    2022-04-02
Other Names
  • Robert Collings Semler

View on SEC IAPD

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Other Offices

ELLIS INVESTMENT PARTNERS, LLC · BERWYN, PA
GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA
GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
TRINITY WEALTH MANAGEMENT, LLC · BERWYN, PA
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