Richard Zachary Seitz
Investment adviser representative at Orion Portfolio Solutions, LLC
14 yearsExperience
1 stateRegistered in
$64.8BFirm assets
26 yearsFirm in business
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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
14 years in the industry.
- Brinker Capital Securities, LLCMar 2021 to now
- Orion Portfolio Solutions, LLCNov 2018 to now
- Assetmark Brokerage, LLCAug 2014 to Nov 2018
- Assetmark Financial, Inc.Sep 2013 to Nov 2018
- Capital Brokerage CompanyOct 2012 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 63 · Uniform Securities Agent State Law2022
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
- 5107374
- Firm CRD
- 107975