Thomas Riley Sampson
Investment adviser representative at Orion Portfolio Solutions, LLC
12 yearsExperience
1 stateRegistered in
$64.8BFirm assets
26 yearsFirm in business
Are you Thomas Riley Sampson? Claim your profile
Contact this firm
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, LLCDec 2024 to now
- Brinker Capital SecuritiesDec 2024 to now
- Sei InvestmentsJul 2022 to Dec 2024
- Susquehanna UniversityAug 2018 to May 2022
- West Deptford High SchoolAug 2014 to Jun 2018
Exams passed
- 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
- 7736829
- Firm CRD
- 107975