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Christopher Tyler Monroe

Orion Portfolio Solutions, LLC

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About Christopher Tyler Monroe

Christopher Monroe is a financial advisor with Orion Portfolio Solutions, LLC. Christopher has been in the industry since 2021 and is registered in Pennsylvania as both a broker-dealer and an investment advisor. Christopher holds the Series 63, 65, and 7TO licenses, as well as the SIE exam certification. Christopher has experience working with individuals, businesses, and retirement plans. Christopher specializes in portfolio management for educational savings & ABLE plans. Christopher works with clients to develop a personalized financial plan and provide investment management services.

Firm Information

Christopher Monroe 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 Monroe’s Registration & Firm History

PA

04/07/2023 - Present

Orion Portfolio Solutions, LLC (BERWYN PA)

TX

03/19/2021 - 08/28/2021

TD AMERITRADE, INC. (Southlake TX)

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Licenses & Designations

IA

Issued 04/07/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/30/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/19/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/29/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Tyler Monroe.
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