David Rosenblum
Investment adviser representative at Orion Portfolio Solutions, LLC
10 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$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
10 years in the industry.
- Brinker Capital SecuritiesMay 2022 to now
- Orion Portfolio Solutions, LLCMay 2022 to now
- Agrofresh Solutions, Inc.Feb 2019 to May 2022
- Silver Oak Securities IncApr 2018 to May 2022
- Apple Leisure GroupAug 2017 to Feb 2019
- American Cornerstone GroupJul 2017 to May 2022
- Lincoln Financial Securities CorporationJul 2017 to Mar 2018
- Visiting Nurse Group, Inc.Sep 2016 to Aug 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2019
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
- 5672079
- Firm CRD
- 107975