Anthony John Dimona
Investment adviser representative at Orion Portfolio Solutions, LLC
16 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
16 years in the industry.
- Orion Portfolio Solutions, IncNov 2023 to now
- Brinker Capital SecuritiesNov 2023 to now
- Elite Consulting PartnersJun 2023 to Nov 2023
- Global Atlantic Distributors, LLCSep 2022 to Apr 2023
- Global Atlantic Financial GroupSep 2022 to Apr 2023
- Investment DistributorsFeb 2022 to Jul 2022
- Protective Life Insurance CompanyFeb 2022 to Jul 2022
- The Leaders Group, Inc.Jan 2020 to Dec 2020
- Dimona Insurance ServicesSep 2018 to Jan 2022
- Lincoln Financial Distributors, IncFeb 2010 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2023
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
- 5762949
- Firm CRD
- 107975