Mili Rosen
Investment adviser representative at Orion Portfolio Solutions, LLC
10 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
10 years in the industry.
- Orion Portfolio Solutions, LLCFeb 2022 to now
- Brinker Capital SecuritiesFeb 2022 to now
- Accesslex InstituteJun 2018 to Feb 2022
- JP Morgan Chase & CoJun 2016 to Jun 2018
Designations
- CFA
Exams passed
No exams in this record.
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
- 8021365
- Firm CRD
- 107975