Julia Qiaqia Daly
Investment adviser representative at Orion Portfolio Solutions, LLC
13 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
13 years in the industry.
- Orion Portfolio Solutions, LLCMay 2026 to now
- Pathstone Family OfficeJul 2024 to May 2026
- Orion Portfolio SolutionsJun 2023 to May 2024
- Mcalinden Research PartnersSep 2022 to Jun 2023
- Mcspirit & Beckett Real EstateJul 2022 to Aug 2022
- Modera Wealth ManagementJun 2021 to Nov 2021
- Lafayette CollegeAug 2020 to May 2024
- Dwight-englewood SchoolSep 2013 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8294067
- Firm CRD
- 107975