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Riley Michael Coy

Orion Portfolio Solutions, LLC

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About Riley Michael Coy

Riley Coy is an investment advisor representative registered with Orion Portfolio Solutions, LLC. Riley has been in the industry since 2021 and is registered to provide investment advice in Nebraska and Pennsylvania. Riley holds Series 7, 63, and 65 licenses and has experience providing portfolio management services for individuals, businesses, and pooled investment vehicles.

Firm Information

Riley Coy 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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Riley Coy’s Registration & Firm History

NE

05/16/2024 - Present

Orion Portfolio Solutions, LLC (OMAHA NE)

NE

04/21/2023 - 02/29/2024

CHARLES SCHWAB & CO., INC. (Omaha NE)

NE

08/09/2021 - 04/21/2023

TD AMERITRADE, INC. (OMAHA NE)

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Licenses & Designations

IA

Issued 05/10/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/09/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/04/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Riley Michael Coy.
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