Neisha N. Watson
Investment adviser representative at Orion Portfolio Solutions, LLC
10 yearsExperience
1 stateRegistered in
$64.8BFirm assets
26 yearsFirm in business
Are you Neisha N. Watson? 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
10 years in the industry.
- Brinker Capital SecuritiesJan 2022 to now
- Orion Portfolio Solutions, LLCMay 2021 to now
- Orion Advisor TechnologyMay 2021 to now
- UnemployedAug 2020 to May 2021
- Ef Legacy Securities, LLCJan 2020 to Aug 2020
- Aira RetirementApr 2017 to Aug 2020
- Portsmouth FinancialApr 2017 to Jan 2020
- MML Investors Services, LLCMar 2017 to Apr 2017
- Metlife Securities IncMar 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
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
- 4872515
- Firm CRD
- 107975