Micah J. Bielski
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Micah John Bielski, who also goes by Micah Bielski, was a registered financial professional .
Micah is a previously registered financial professional and started their career in finance in 2005. Micah had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 23, 2023 - April 7, 2026
ORION PORTFOLIO SOLUTIONS, LLC
May 22, 2020 - January 6, 2023
ORION PORTFOLIO SOLUTIONS, LLC
May 2, 2014 - June 1, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 14, 2014 - June 1, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 15, 2010 - April 15, 2014
CITIGROUP GLOBAL MARKETS INC.
June 15, 2010 - April 15, 2014
CITIGROUP GLOBAL MARKETS INC.
June 11, 2009 - May 20, 2010
DAVID LERNER ASSOCIATES, INC.
November 28, 2007 - June 5, 2009
CHASE INVESTMENT SERVICES CORP.
November 27, 2007 - June 5, 2009
CHASE INVESTMENT SERVICES CORP.
May 4, 2007 - November 9, 2007
WELLS FARGO CLEARING SERVICES, LLC
April 27, 2007 - November 9, 2007
WELLS FARGO CLEARING SERVICES, LLC
September 22, 2005 - May 26, 2006
MORGAN STANLEY DW INC.
August 1, 2005 - May 26, 2006
MORGAN STANLEY DW 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
Exams
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.
