AS
Alyssa J. Seidl
ORION PORTFOLIO SOLUTIONS
Omaha, NE 68130
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CRD#: 6555440
AS
Professional summary
Alyssa Josephs Seidl is a registered financial advisor currently at ORION PORTFOLIO SOLUTIONS, LLC located in Omaha, Nebraska and BRINKER CAPITAL SECURITIES, LLC located in Berwyn, Pennsylvania.
Alyssa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Alyssa has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
AssetMark Financial, Inc. (Parent Company)- In Concord, CA - Investment Related - Employment start date 05/2017 - 160 hrs monthly, Sales Associate of AssetMark, Inc.- A registered Investment Adviser - In Concord CA - Affiliate of Assetmark Brokerage, LLC. - Investment Related
CRS (Client Relationship Summary) - RIA
Click below to view Alyssa Josephs Seidl's 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®
NoneExperience
Current
June 27, 2023 - Present
ORION PORTFOLIO SOLUTIONS, LLC
Office #1: 17605 Wright St, Omaha, NE 68130RIA
CRD#: 107975
Omaha, NE
Current
June 27, 2023 - Present
BRINKER CAPITAL SECURITIES, LLC
Office #1: 1055 Westlakes Drive Suite 250, Berwyn, PA 19312BD
CRD#: 38123
Berwyn, PA
Past
May 12, 2017 - June 2, 2022
ASSETMARK, INC.
RIA
CRD#: 109018
Chicago, IL
Past
May 12, 2017 - June 2, 2022
ASSETMARK BROKERAGE, LLC
BD
CRD#: 169804
Chicago, IL
Past
August 1, 2016 - April 28, 2017
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
BROOKFIELD, WI
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".
OP
ORION PORTFOLIO SOLUTIONS, LLC
BRINKER CAPITAL INVESTMENTS | ORION PORTFOLIO SOLUTIONS, LLC. | ORION PORTFOLIO SOLUTIONS, LLC | CLS INVESTMENTS, LLC | CLS INVESTMENT FIRM, LLC | CLARKE LANZEN SKALLA INVESTMENT FIRM, LLC | CLARKE LANZEN SKALLA INVESTMENT FIRM INC | BRINKER CAPITAL INVESTMENTS, 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.RR
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(6/27/2023)
RR
Pennsylvania(6/27/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
OP
ORION PORTFOLIO SOLUTIONS, LLC
BRINKER CAPITAL INVESTMENTS | ORION PORTFOLIO SOLUTIONS, LLC. | ORION PORTFOLIO SOLUTIONS, LLC | CLS INVESTMENTS, LLC | CLS INVESTMENT FIRM, LLC | CLARKE LANZEN SKALLA INVESTMENT FIRM, LLC | CLARKE LANZEN SKALLA INVESTMENT FIRM INC | BRINKER CAPITAL INVESTMENTS, LLC.
CRD#: 107975 / SEC#: 801-57265
RIA
Registered Investment Advisory firm - (1/1/2000 Approved)Upgrade to AdvisorCheck Premium
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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)
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
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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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