Ronald Earl Pruitt
Investment adviser representative at Orion Portfolio Solutions, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$64.8BFirm assets
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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
12 years in the industry.
- Orion Portfolio Solutions, LLCMay 2024 to now
- Ron Pruitt ConsultingJan 2024 to Apr 2024
- Evestment AllianceFeb 2022 to Dec 2023
- Nasdaq AnalyticsFeb 2022 to Dec 2023
- SolovisMar 2019 to Jan 2022
- Ron Pruitt ConsultingAug 2017 to Mar 2019
- Envestnet Asset ManagementOct 2014 to Jul 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
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
- 4437688
- Firm CRD
- 107975