David M. Visher

ORION PARTNERS

SAN FRANCISCO, CA 94118

CRD#: 1549535

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Professional summary

David Morris Visher, who also goes by David M VIsher, is a registered financial advisor currently at ORION PARTNERS, LLC located in San Francisco, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. David has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David M Visher

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Morris Visher's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 4, 2026 - Present

ORION PARTNERS, LLC

Office #1: 132 Jordan Avenue, San Francisco, CA 94118

RIA

CRD#: 342113

SAN FRANCISCO, CA

Past

November 13, 2002 - November 6, 2012

OPL SECURITIES, LLC

CRD#: 120853

MALIBU, CA

Past

January 26, 1999 - November 30, 1999

CIBC TRADING (DELAWARE CORP.)

CRD#: 42682

NEW YORK, NY

Past

January 27, 1995 - April 11, 1995

CIBC WOOD GUNDY SECURITIES CORP.

CRD#: 3801

NEW YORK, NY

Past

September 24, 1986 - October 30, 1987

CITICORP SECURITIES, INC.

CRD#: 7474

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ORION PARTNERS, LLC

CRD#: 342113 / SEC#: 801-136208

RIA

Registered Investment Advisory firm - (5/7/2026 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/4/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/19/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/17/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/19/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/23/2002

General Securities Principal Examination

Current Firm

ORION PARTNERS, LLC

CRD#: 342113 / SEC#: 801-136208

RIA

Registered Investment Advisory firm - (5/7/2026 Approved)

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Contact information

Main Address

132 Jordan Avenue, San Francisco, CA 94118

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ORION PARTNERS FORM ADV PART2A (5/7/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

David M. Visher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Morris Visher's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPL SECURITIES, LLC

CIBC TRADING (DELAWARE CORP.)

CIBC WOOD GUNDY SECURITIES CORP.

CITICORP SECURITIES, INC.

Primary Firm SEC Registration

ORION PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/19/2026

Series 63

Date: 7/17/2002

Series 7

Date: 7/19/2002

Series 24

Date: 7/23/2002

Current Firm

ORION PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ORION PARTNERS, LLC

TRUST BUT VERIFY

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