Unclaimed Profile

Ronald Earl Pruitt

ORION PORTFOLIO SOLUTIONS, LLC·OMAHA, Nebraska

Series 65Clean record24 years registeredORION PORTFOLIO SOLUTIONS, LLC

17605 WRIGHT ST, OMAHA, NE 68130CRD# 4437688Firm CRD# 107975

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ronald Earl Pruitt · OMAHA, NE

Registration

CRD #4437688 · ORION PORTFOLIO SOLUTIONS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

ORION PORTFOLIO SOLUTIONS, LLC

Jun 2024 – present

ENVESTNET | PMC

Feb 2015 – Sep 2017

ADDISON, TX

PLACEMARK INVESTMENTS, INC.

Dec 2001 – Dec 2014

ADDISON, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 11, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ORION PORTFOLIO SOLUTIONS, LLC

CRD 107975 · SEC 801-57265

AUM

$53.8B

Regulatory assets under management

Employees

404

299,169 client accounts

Services offered by ORION PORTFOLIO SOLUTIONS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at ORION PORTFOLIO SOLUTIONS, LLC →

Introduction

Speak with Ronald

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ronald is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in OMAHA?

Browse all registered financial advisors in OMAHA, Nebraska or claim this profile if it's yours.

Browse OMAHA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ronald Earl Pruitt offer?

Ronald Earl Pruitt specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Ronald Earl Pruitt's credentials?

Ronald Earl Pruitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ronald Earl Pruitt located?

Ronald Earl Pruitt is based in OMAHA, Nebraska, working with ORION PORTFOLIO SOLUTIONS, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Ronald Earl Pruitt charge for services?

Ronald Earl Pruitt's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ORION PORTFOLIO SOLUTIONS, LLC?

ORION PORTFOLIO SOLUTIONS, LLC has approximately 404 employees and manages $53.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →