Gabriella Marie Gonzalez
Investment adviser representative at Orion Portfolio Solutions, LLC
8 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
8 years in the industry.
- Orion Portfolio Solutions, LLCJul 2023 to now
- Extended TravelFeb 2023 to Jul 2023
- Chick Fil A Waters AveOct 2022 to Feb 2023
- TargetOct 2022 to Feb 2023
- Florida Financial AdvisorsOct 2021 to Oct 2022
- Chick-fil-a In South LakelandAug 2018 to Aug 2021
- Chick-fil-a CreekwoodMay 2016 to Dec 2020
- Bradenton Christian SchoolAug 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7455988
- Firm CRD
- 107975