TrueAdvisor
TrueAdvisor
AP
AP

Andrei Emanuel Petre

Orion Portfolio Solutions, LLC
6 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Orion Portfolio Solutions, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
182 advisors
Number of Clients
194,403 clients
Average Client Portfolio
$297K average
Assets Under Management
$57.7B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

17605 Wright St, Omaha, NE, 68130

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Brinker Capital Securities, LLCBroker
October 2024 - Present · 1 yr 4 mos
Orion Portfolio Solutions, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Masterworks Advisers, LLC
January 2024 - March 2024 · 2 mos
Alt Fund Distributors LLCBroker
July 2023 - September 2023 · 2 mos
Janney Montgomery Scott LLC
October 2022 - May 2023 · 7 mos
Janney Montgomery Scott LLCBroker
March 2020 - May 2023 · 3 yrs 2 mos
Vanguard Marketing CorporationBroker
July 2017 - December 2018 · 1 yr 5 mos
State Registrations2 states
NEPA
AdvisorBroker
Exams
No exam information available for this advisor.