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Andrei Emanuel Petre

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 2024-10-23
  • NE RA
    APPROVED
    Since 2024-10-23

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
The Vanguard Group, Inc. Malvern PA 06/2017 12/2018
Monroe Systems For Business Bristol PA 06/2016 03/2017
Rutgers University Camden NJ 09/2013 05/2017
Janney Montgomery Scott Llc Philadelphia PA 03/2020 06/2023
Archer Investment Management Solutions Berwyn PA 12/2018 02/2020
Alt Fund Distributors Llc New York NY 07/2023 10/2023
Masterworks Advisers, Llc New York NY 01/2024 04/2024
Brinker Capital Philadelphia PA 09/2024 Present
Orion Portfolio Solutions Omaha NE 09/2024 Present
Unemployed Burlington NJ 04/2024 07/2024
Unemployed Jersey City NJ 10/2023 01/2024
  • 06/2017 → 12/2018
    The Vanguard Group, Inc.
    Malvern, PA
  • 06/2016 → 03/2017
    Monroe Systems For Business
    Bristol, PA
  • 09/2013 → 05/2017
    Rutgers University
    Camden, NJ
  • 03/2020 → 06/2023
    Janney Montgomery Scott Llc
    Philadelphia, PA
  • 12/2018 → 02/2020
    Archer Investment Management Solutions
    Berwyn, PA
  • 07/2023 → 10/2023
    Alt Fund Distributors Llc
    New York, NY
  • 01/2024 → 04/2024
    Masterworks Advisers, Llc
    New York, NY
  • 09/2024 → Present
    Brinker Capital
    Philadelphia, PA
  • 09/2024 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 04/2024 → 07/2024
    Unemployed
    Burlington, NJ
  • 10/2023 → 01/2024
    Unemployed
    Jersey City, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-20
S63 Uniform Securities Agent State Law Examination 2017-07-26
  • S65 Uniform Investment Adviser Law Examination
    2022-10-20
  • S63 Uniform Securities Agent State Law Examination
    2017-07-26
Other Names
  • Andrei Emanuel Petre
  • Andrei Petre

View on SEC IAPD

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Other Offices

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EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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