David RosenblumCRD Number: 5672079
Current Firm: Orion Portfolio Solutions, LLC
David Rosenblum (CRD# 5672079) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 11 years of experience in the finance industry.
Ubs Financial Services Inc.
Charles Schwab & Company, Inc.
|Orion Portfolio Solutions, LLC||Omaha, NE||May 2022 - Current||< 1|
|Brinker Capital Securities||Berwyn, PA||May 2022 - Current||< 1|
|Agrofresh Solutions, Inc.||Philadelphia, PA||Feb 2019 - May 2022||3|
|Silver Oak Securities Inc.||Jackson, TN||Apr 2018 - May 2022||4|
|American Cornerstone Group||Warminster, PA||Jul 2017 - May 2022||4|
|Apple Leisure Group||Newtown Square, PA||Aug 2017 - Feb 2019||1|
|Lincoln Financial Securities Corporation||Warminster, PA||Jul 2017 - Mar 2018||< 1|
|Visiting Nurse Group, Inc.||Philadelphia, PA||Sep 2016 - Aug 2017||< 1|
|Unemployed||Philadelphia, PA||Jan 2016 - Sep 2016||< 1|
|Resource Securities, Inc.||Philadelphia, PA||Jul 2014 - Jan 2016||1|
|Jackson National Life Distributors LLC||Franklin, TN||Jun 2011 - Jul 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2011|
|S65||NASAA Investment Advisors Law Examination||Jan 2019|
Total Assets Under Management56,174MILLIONS
Total Number of Accounts165,062ACCOUNTS
Average Account Value$340,322
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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