Cody Keith Ulland

CFP

Orion Portfolio Solutions, LLC

9 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

1055 Westlakes Drive, Suite 250, Berwyn, PA, 19312

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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

Orion Portfolio Solutions, LLC

January 2023 - Present · 3 yrs 1 mo

Brinker Capital Securities, LLCBroker

January 2023 - Present · 3 yrs 1 mo

Townsquare Capital, LLC

January 2022 - Present · 4 yrs 1 mo

Previous Registrations

Orion Portfolio Solutions, LLC

November 2022 - January 2023 · 2 mos

Bestgate Wealth Advisors, LLC

January 2021 - November 2021 · 10 mos

Fidelity Personal and Workplace Advisors

September 2018 - December 2020 · 2 yrs 3 mos

Fidelity Brokerage Services LLCBroker

November 2015 - December 2020 · 5 yrs 1 mo

State Registrations3 states

NEPAUT

AdvisorBroker

Exams

No exam information available for this advisor.