Grant H. Saunders
Professional summary
Grant Henry Saunders, who also goes by Grant H Saunders, is a registered financial advisor currently at ORION PORTFOLIO SOLUTIONS, LLC located in Omaha, Nebraska and BRINKER CAPITAL SECURITIES, LLC located in Berwyn, Pennsylvania.
Grant is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Grant has worked at 6 firms and has passed the Series 66, Series 63, Series 65, Series 7TO, Series 6TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Grant Henry Saunders's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 5, 2023 - Present
ORION PORTFOLIO SOLUTIONS, LLC
Office #1: 17605 Wright St, Omaha, NE 68130August 7, 2023 - Present
BRINKER CAPITAL SECURITIES, LLC
Office #1: 1055 Westlakes Drive Suite 250, Berwyn, PA 19312July 2, 2021 - July 25, 2023
ADP BROKER-DEALER, INC.
January 7, 2016 - November 5, 2018
CAPITAL CLIENT GROUP, INC.
September 17, 2015 - November 5, 2018
CAPITAL CLIENT GROUP, INC.
July 9, 2013 - March 30, 2015
CION SECURITIES, LLC
August 17, 2011 - February 14, 2012
CAPSTONE INVESTMENTS
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
(12/5/2023)
(8/7/2023)
Exams
Series 7TO
Date: 8/29/2023
General Securities Representative ExaminationSeries 6TO
Date: 7/2/2021
Investment Company Products/Variable Contracts 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
Monitor Grant Saunders
Get automatic monthly alerts on:
