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Robert Alastair zeved Gregory

Orion Portfolio Solutions, LLC

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About Robert Alastair zeved Gregory

Robert Gregory is a registered investment advisor representative of Orion Portfolio Solutions, LLC. Robert is licensed to provide investment advice in Pennsylvania and has been in the industry since 2017. Robert has a Series 65 license and has experience working with high-net-worth individuals, corporations, pension plans, and charitable organizations. Robert’s specialties include Portfolio Management for Businesses and Individuals, as well as Pension Consulting and Selection of Other Advisors. In addition to his work at Orion Portfolio Solutions, LLC, Robert also owns and operates Philly Plant Dads, LLC, a non-investment-related business.

Firm Information

Robert Gregory 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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Robert Gregory’s Registration & Firm History

PA

01/24/2023 - Present

Orion Portfolio Solutions, LLC (BERWYN PA)

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Licenses & Designations

IA

Issued 04/02/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Alastair zeved Gregory.
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