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Christopher John Romano

Orion Portfolio Solutions, LLC

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About Christopher John Romano

Christopher Romano is a financial advisor registered with Orion Portfolio Solutions, LLC. Christopher is a registered Investment Advisor Representative in Nebraska. Christopher has a Series 7, Series 24 and Series 66 license. Christopher has been in the industry since 2002. Christopher has worked for ELISH & ELISH BROKERAGE AND RESEARCH CO. and BLUE VASE SECURITIES, LLC. Christopher is a Chartered Financial Analyst.

Firm Information

Christopher Romano is currently registered with Orion Portfolio Solutions, LLC. Orion Portfolio Solutions, LLC is a registered investment advisor with $53.84 billion in regulatory assets under management. The firm, headquartered in Omaha, NE, provides a range of advisory services, including portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting. They serve a variety of clients, including individuals, corporations, pension plans, charitable organizations, and educational savings & ABLE plans.
Orion Portfolio Solutions, LLC

17605 WRIGHT ST

OMAHA, NE 68130

$53.84B

Assets Under Management

Not reported

Total Clients

173

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for educational savings & able plans

Portfolio management for educational savings & able plans

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Christopher Romano’s Registration & Firm History

NE

01/24/2023 - Present

Orion Portfolio Solutions, LLC (OMAHA NE)

PA

01/05/2005 - 06/06/2009

ELISH & ELISH BROKERAGE AND RESEARCH CO. (CANONSBURG PA)

PA

11/01/2002 - 12/31/2004

BLUE VASE SECURITIES, LLC (WASHINGTON PA)

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Licenses & Designations

BOTH

Issued 12/17/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/05/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/31/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher John Romano.
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