Malcolm K. Leslie
Professional summary
Malcolm Kirk Leslie, who also goes by Kirk Malcolm Leslie, M Kirk Leslie, Malcolm Kirk Leslie, Kirk Leslie, is a registered financial advisor currently at ORION PORTFOLIO SOLUTIONS, LLC located in Omaha, Nebraska and BRINKER CAPITAL SECURITIES, LLC located in Berwyn, Pennsylvania.
Malcolm is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Malcolm has worked at 14 firms and has passed the Series 63, Series 65, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Malcolm Kirk Leslie's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 1, 2026 - Present
ORION PORTFOLIO SOLUTIONS, LLC
Office #1: 17605 Wright St, Omaha, NE 68130March 31, 2026 - Present
BRINKER CAPITAL SECURITIES, LLC
Office #1: 1055 Westlakes Drive Suite 250, Berwyn, PA 19312September 29, 2023 - March 4, 2026
JANUS HENDERSON DISTRIBUTORS US LLC
February 19, 2019 - June 9, 2023
ENVESTNET PMC
August 25, 2014 - April 28, 2016
INCAPITAL DISTRIBUTORS LLC
August 6, 2014 - April 28, 2016
INSPEREX LLC
July 26, 2010 - August 5, 2014
ADVISORS ASSET MANAGEMENT, INC.
July 26, 2010 - August 5, 2014
ADVISORS ASSET MANAGEMENT, INC.
January 20, 2010 - July 16, 2010
CURIAN CLEARING, LLC
March 28, 2008 - July 16, 2010
CURIAN CAPITAL, LLC
March 28, 2008 - December 31, 2009
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
January 10, 2006 - December 31, 2007
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
June 30, 2005 - December 31, 2007
CURIAN CAPITAL, LLC
May 12, 2005 - December 31, 2005
INVESTMENT CENTERS OF AMERICA, INC.
April 30, 2003 - April 6, 2004
THE FIRST WASHINGTON FINANCIAL CORPORATION
February 26, 2002 - March 28, 2003
EQUITABLE ADVISORS, LLC
May 19, 2000 - December 3, 2001
MANULIFE WOOD LOGAN, INC.
Primary Firm SEC Registration
ORION PORTFOLIO SOLUTIONS, LLC
CRD#: 107975 / SEC#: 801-57265
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/1/2026)
(3/31/2026)
Exams
Series 7TO
Date: 9/29/2023
General Securities Representative ExaminationFINRA
Current Firm
ORION PORTFOLIO SOLUTIONS, LLC
CRD#: 107975 / SEC#: 801-57265
Contact information
SEC notice filing (53 States and Territories)
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 | ||
| 10/21/2024 | ||
| 01/17/2024 | ||
| 10/25/2022 |
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.
Company Information
ORION PORTFOLIO SOLUTIONS, LLC
CRD#: 107975Omaha, NE 68130TRUST BUT VERIFY
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