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Mark Stanley Yoder

Orion Portfolio Solutions, LLC

Berwyn, PA

Omaha, NE

CRD 6943631

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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:

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
The Glenmede Trust Company Philadelphia PA 02/2011 01/2018
Brinker Capital Securities Berwyn PA 02/2018 Present
Orion Portfolio Solutions Omaha NE 01/2022 Present
  • 02/2011 → 01/2018
    The Glenmede Trust Company
    Philadelphia, PA
  • 02/2018 → Present
    Brinker Capital Securities
    Berwyn, PA
  • 01/2022 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
  • 2022-01-10 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Berwyn, PA
    Omaha, NE
  • 2020-10-19 → 2021-12-31
    Orion Portfolio Solutions, Llc
    Omaha, NE
  • 2018-05-07 → 2020-10-16
    Brinker Capital Inc
    Berwyn, PA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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