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Nathan A Pavao

Investment adviser representative at Orion Portfolio Solutions, LLC
17 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

17 years in the industry.

  1. Orion Portfolio Solutions, LLCFeb 2025 to now
  2. Brinker Capital SecuritiesFeb 2025 to now
  3. Edward JonesDec 2024 to Jan 2025
  4. Franklin Distributors, LLCSep 2021 to Dec 2024
  5. ClearbagsDec 2020 to Sep 2021
  6. CarmaxJan 2019 to Dec 2020
  7. StarbucksJul 2017 to Jan 2019
  8. UpsJun 2017 to Jul 2017
  9. ClearbagsOct 2009 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 65 · Uniform Investment Adviser Law2024

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
7443743
Firm CRD
107975
Advisor's SEC record (opens in a new tab)
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