Michael Yasin

ORION PORTFOLIO SOLUTIONS

OMAHA, NE 68130

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CRD#: 3036550

Professional summary

Michael Yasin, who also goes by Mike Abdalla Yasin, Michael Abdalla Yasin, is a registered financial advisor currently at ORION PORTFOLIO SOLUTIONS, LLC located in Omaha, Nebraska and BRINKER CAPITAL SECURITIES, LLC located in King Of Prussia, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Michael has worked at 15 firms and has passed the Series 65, Series 66, Series 63, Series 99TO, SIE and Series 7 exams.

Aliases

Mike Abdalla Yasin | Michael Abdalla Yasin

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 Michael Yasin's CRS (Customer Relationship Summary).

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

July 29, 2026 - Present

ORION PORTFOLIO SOLUTIONS, LLC

Office #1: 17605 Wright St, Omaha, NE 68130

RIA

CRD#: 107975

OMAHA, NE

Current

July 29, 2026 - Present

BRINKER CAPITAL SECURITIES, LLC

Office #1: 1000 Continental Drive Suite 500, King Of Prussia, PA 19406

CRD#: 38123

KING OF PRUSSIA, PA

Past

March 31, 2025 - April 9, 2026

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

NOVATO, CA

Past

October 28, 2024 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

LARKSPUR, CA

Past

July 15, 2024 - April 9, 2026

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

LARKSPUR, CA

Past

June 1, 2022 - February 7, 2023

PERSHING ADVISOR SOLUTIONS LLC

CRD#: 36671

San Francisco, CA

Past

May 16, 2011 - February 7, 2023

PERSHING LLC

CRD#: 7560

San Francisco, CA

Past

September 22, 2008 - December 10, 2008

BARCLAYS CAPITAL INC.

CRD#: 19714

SAN FRANCISCO, CA

Past

July 31, 2007 - September 22, 2008

LEHMAN BROTHERS INC.

CRD#: 7506

SAN FRANCISCO, CA

Past

August 10, 2004 - April 25, 2007

INTERACTIVE BROKERS CORP.

CRD#: 117942

GREENWICH, CT

Past

April 19, 2000 - August 3, 2004

J.P. MORGAN CLEARING CORP.

CRD#: 28432

BROOKLYN, NY

Past

April 19, 2000 - August 3, 2004

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

July 30, 1999 - March 7, 2000

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

February 19, 1999 - May 18, 1999

MORGAN STANLEY DEAN WITTER ONLINE INC.

CRD#: 34925

SAN FRANCISCO, CA

Past

December 2, 1998 - January 4, 1999

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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 PORTFOLIO SOLUTIONS, LLC

CRD#: 107975 / SEC#: 801-57265

RIA

Registered Investment Advisory firm - (1/1/2000 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Nebraska
(7/29/2026)

Pennsylvania
(7/29/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/24/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/14/2024

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/7/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/24/1998

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ORION PORTFOLIO SOLUTIONS, LLC

CRD#: 107975 / SEC#: 801-57265

RIA

Registered Investment Advisory firm - (1/1/2000 Approved)

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Contact information

Main Address

17605 Wright St, Omaha, NE 68130

Mailing Address

2300 Litton Lane Suite 100, Hebron, KY 41048

Phone number

(859) 426-2000

Established

Firm type

Fiscal year end

# of Employees

350

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ORION PORTFOLIO SOLUTIONS, LLC FORM ADV PART 2A (8/11/2025)

ORION PORTFOLIO SOLUTIONS, LLC WRAP FEE BROCHURE (8/11/2025)

Regulatory assets under management

Total Number of Accounts	203,878
AUM (Assets Under Management)	$ 57,658,151,186

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/28/2025	Cover Page	Report
10/21/2024	Cover Page	Report
01/17/2024	Cover Page	Report
10/25/2022	Cover Page	Report

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

Michael Yasin

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Yasin's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRINKER CAPITAL SECURITIES, LLC

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

PERSHING ADVISOR SOLUTIONS LLC

PERSHING LLC

BARCLAYS CAPITAL INC.

LEHMAN BROTHERS INC.

INTERACTIVE BROKERS CORP.

J.P. MORGAN CLEARING CORP.

J.P. MORGAN SECURITIES LLC

CITIGROUP GLOBAL MARKETS INC.

MORGAN STANLEY DEAN WITTER ONLINE INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

ORION PORTFOLIO SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/24/2024

Series 66

Date: 8/14/2024

Series 63

Date: 10/7/2011

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 11/24/1998

FINRA

Current Firm

ORION PORTFOLIO SOLUTIONS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ORION PORTFOLIO SOLUTIONS, LLC

TRUST BUT VERIFY

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