Adviser and broker representative · Orion Portfolio Solutions, LLC

Naveed Basri

CRD 6532856 · Omaha, NE

At a glance

Naveed Basri is an investment adviser representative with Orion Portfolio Solutions, LLC in Omaha, NE, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Naveed’s SEC record dates to 2016, about 10 years ago. Naveed is also registered as a broker representative. Designations on file: Chartered Financial Analyst.

Current advisory firm

Orion Portfolio Solutions, LLCSince May 2024Omaha, NE · $65B in regulatory assets

SEC adviser record

Registered since: 2016 (10 years)
Designations: Chartered Financial Analyst
Exams: Series 66
Registered in: 1 state
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Naveed’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 1 firmLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.