Micah J. Bielski

ORION PORTFOLIO SOLUTIONS

Omaha, NE 68130

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CRD#: 4970430

Professional summary

Micah John Bielski, who also goes by Micah Bielski, is a registered financial advisor currently at ORION PORTFOLIO SOLUTIONS, LLC located in Omaha, Nebraska.

Micah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Micah has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Micah Bielski

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 Micah John Bielski'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

January 23, 2023 - Present

ORION PORTFOLIO SOLUTIONS, LLC

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

RIA

CRD#: 107975

Omaha, NE

Past

May 22, 2020 - January 6, 2023

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 125446

Melville, NY

Past

May 2, 2014 - June 1, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PORT JEFFERSON, NY

Past

April 14, 2014 - June 1, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PORT JEFFERSON, NY

Past

June 15, 2010 - April 15, 2014

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

MASSAPEQUA PARK, NY

Past

June 15, 2010 - April 15, 2014

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

MASSAPEQUA PARK, NY

Past

June 11, 2009 - May 20, 2010

DAVID LERNER ASSOCIATES, INC.

CRD#: 5397

SYOSSET, NY

Past

November 28, 2007 - June 5, 2009

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

PLAINVIEW, NY

Past

November 27, 2007 - June 5, 2009

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

PLAINVIEW, NY

Past

May 4, 2007 - November 9, 2007

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

GARDEN CITY, GA

Past

April 27, 2007 - November 9, 2007

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

GARDEN CITY, GA

Past

September 22, 2005 - May 26, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

SAVANNAH, GA

Past

August 1, 2005 - May 26, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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.

Highlighted states indicate IAR registrations

IAR

Nebraska
(1/23/2023)

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: 9/21/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/8/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 11/17/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/29/2005

General Securities Representative Examination

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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Firm Stability Insights

Micah J. Bielski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Micah John Bielski's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORION PORTFOLIO SOLUTIONS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

DAVID LERNER ASSOCIATES, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

ORION PORTFOLIO SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/21/2005

Series 63

Date: 9/8/2005

SIE

Date: 6/1/2018

Series 31

Date: 11/17/2005

Series 7

Date: 7/29/2005

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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