Gregory Allison
Investment adviser representative at Orion Portfolio Solutions, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$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
12 years in the industry.
- Orion Portfolio Solutions, LLCAug 2025 to now
- Brinker Capital SecuritiesAug 2025 to now
- BNY Mellon Advisors, Inc.Jun 2023 to Jul 2025
- BNY Mellon Securities CorporationMay 2023 to Jul 2025
- Lockwood AdvisorsJun 2022 to Jun 2023
- Pershing LLCMay 2022 to Jul 2025
- Hartford Funds Distributors, LLCFeb 2017 to May 2022
- AXA Distributors, LLCDec 2014 to Feb 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined 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
- 6412742
- Firm CRD
- 107975