Stewart Adam Martin
Investment adviser representative at Orion Portfolio Solutions, LLC
14 yearsExperience
1 stateRegistered in
$64.8BFirm assets
26 yearsFirm in business
Are you Stewart Adam Martin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Orion Portfolio Solutions, LLCJul 2024 to now
- Brinker Capital SecuritiesJul 2024 to now
- UnemployedJul 2023 to Jul 2024
- Ngam Distribution L.P.Jan 2012 to Jul 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NE).
Orion Portfolio Solutions, LLC
$64.8BAssets managed
187,975Clients
198Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4256254
- Firm CRD
- 107975