Alyssa Josephs Seidl

Orion Portfolio Solutions, LLC

8 Years of Experience

Broker

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.

Employment History

Current Registrations

Brinker Capital Securities, LLC

June 2023 - Present · 2 yrs 8 mos

Orion Portfolio Solutions, LLC

June 2023 - Present · 2 yrs 8 mos

Brinker Capital Securities, LLCBroker

June 2023 - Present · 2 yrs 8 mos

Previous Registrations

Assetmark, INC.

May 2017 - June 2022 · 5 yrs 1 mo

Assetmark Brokerage, LLCBroker

May 2017 - June 2022 · 5 yrs 1 mo

First Allied Securities, INC.Broker

August 2016 - April 2017 · 8 mos

State Registrations2 states

NEPA

AdvisorBroker

Exams

No exam information available for this advisor.