Unclaimed Profile

Will Stratton Fisher

ORION INVESTMENT ADVISORS, LLC·MCLEAN, Virginia

SIE, Series 7, Series 31, Series 63, Series 65Clean record27 years registeredORION INVESTMENT ADVISORS, LLC

1430 SPRING HILL ROAD, MCLEAN, VA 22102CRD# 3181836Firm CRD# 148966

Profile Verification

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

Identity

Will Stratton Fisher · MCLEAN, VA

Registration

CRD #3181836 · ORION INVESTMENT ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

FIDUCIENT ADVISORS LLC

Mar 2018 – present

ORION INVESTMENT ADVISORS, LLC

Apr 2009 – Mar 2018

MCLEAN, VA

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Sep 2005 – Mar 2016

MCLEAN, VA

WACHOVIA SECURITIES, LLC

Jul 2003 – Sep 2005

MCLEAN, VA

PRUDENTIAL SECURITIES INCORPORATED

Apr 1999 – Jul 2003

VIENNA, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · April 27, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ORION INVESTMENT ADVISORS, LLC

CRD 148966 · SEC 801-70074

AUM

$571M

Regulatory assets under management

Employees

310 client accounts

Services offered by ORION INVESTMENT ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ORION INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Will Stratton Fisher offer?

Will Stratton Fisher specializes in Investment Management, Wealth Management. Contact their office in MCLEAN, Virginia for a consultation.

What are Will Stratton Fisher's credentials?

Will Stratton Fisher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Will Stratton Fisher located?

Will Stratton Fisher is based in MCLEAN, Virginia, working with ORION INVESTMENT ADVISORS, LLC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.

How does Will Stratton Fisher charge for services?

Will Stratton Fisher's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ORION INVESTMENT ADVISORS, LLC?

ORION INVESTMENT ADVISORS, LLC has approximately 11 employees and manages $571M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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