CU
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
182 advisors
Number of Clients
194,403 clients
Average Client Portfolio
$297K average
Assets Under Management
$57.7B
Fee Structure
Minimum Investment:None
This firm offers various investment management programs with different fee structures that are not detailed in this brochure. More information can be found in Item 5 – Fees and Compensation of this Brochure.
Areas of Practice
Investment Management
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Advisor Information
Office location
1055 Westlakes Drive, Suite 250, Berwyn, PA, 19312
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Orion Portfolio Solutions, LLC
January 2023 - Present · 3 yrs
Brinker Capital Securities, LLCBroker
January 2023 - Present · 3 yrs
Townsquare Capital, LLC
January 2022 - Present · 4 yrs
Previous Registrations
Orion Portfolio Solutions, LLC
November 2022 - January 2023 · 2 mos
Bestgate Wealth Advisors, LLC
January 2021 - November 2021 · 10 mos
Fidelity Personal and Workplace Advisors
September 2018 - December 2020 · 2 yrs 3 mos
Fidelity Brokerage Services LLCBroker
November 2015 - December 2020 · 5 yrs 1 mo
State Registrations3 states
NEPAUT
AdvisorBroker
Exams
No exam information available for this advisor.