President · Orion Portfolio Solutions, LLC
Ronald E. Pruitt
CRD 4437688 · Named on Form ADV at one SEC-registered adviser
At a glance
Orion Portfolio Solutions, LLC, an SEC-registered wealth manager based in Omaha, NE with $64.8 billion in regulatory assets, lists Ronald E. Pruitt on its Form ADV as President, a control person.
Firms and roles
- Orion Portfolio Solutions, LLCPresidentWealth manager · Omaha, NE · $65B in regulatory assets
AtlasMembers
Ronald’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kylee M. BeachChief Legal Officer/secretary, Orion Portfolio Solutions, LLC
- Michael W. ForkerEVP, Operations, Orion Portfolio Solutions, LLC
- Mark A. AudrainChief Compliance Officer, Orion Portfolio Solutions, LLC
- Natalie G. WolfsenCEO, Orion Portfolio Solutions, LLC
- Mark K. MayoChief Financial Officer, Orion Portfolio Solutions, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ronald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.