AdFi
CA

Charles Anthony Aronica IV

Investment Adviser Representative at ORION PORTFOLIO SOLUTIONS, LLC

Berwyn, PACRD #5800966Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Charles Anthony Aronica has worked in the securities industry since 2012. They have passed the Series 65, 63, and 7 examinations. They are registered to provide investment advisory services in Nebraska.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Nebraska
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/16/2013
Series 65
Uniform Investment Adviser Law Examination
Passed 11/10/2010
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/12/2013

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $100,000.000.35%
$100,000.01 to $250,000.000.30%
$250,000.01 to $1 million0.20%
Over $1 million0.10%
Source

Orion Portfolio Solutions, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ORION PORTFOLIO SOLUTIONS, LLCCurrent
1/17/2023Berwyn, PA
BRINKER CAPITAL SECURITIES, LLCCurrent
5/12/2021Lincoln University, PA
ORION PORTFOLIO SOLUTIONS, LLC
1/7/20221/6/2023Berwyn, PA
BRINKER CAPITAL INVESTMENTS, LLC.
5/13/202112/31/2021Berwyn, PA
LADENBURG THALMANN ASSET MANAGEMENT INC
5/12/20165/12/2021New York, NY
CITIGROUP GLOBAL MARKETS INC.
10/17/20125/6/2016Wilmington, DE
CONVERGENT WEALTH ADVISORS, LLC
11/11/20106/1/2011Rockville, MD

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ORION PORTFOLIO SOLUTIONS, LLC

Showing 12 of 200 in the directory

View ORION PORTFOLIO SOLUTIONS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Charles Anthony Aronica IV has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Charles Anthony Aronica IV - Financial Advisor in Berwyn, PA | AdvisorFinder