Brian George Morgan
Investment adviser representative at Orion Portfolio Solutions, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
16 years in the industry.
- Orion Portfolio Solutions, LLCAug 2019 to now
- Orion Advisor Technology, LLCAug 2019 to now
- AdvizrSep 2017 to Aug 2019
- Morgan StanleyJul 2010 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
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
- 5825146
- Firm CRD
- 107975