Malcolm Kirk Leslie
Investment Adviser Representative at Orion Portfolio Solutions, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Malcolm Kirk Leslie is an investment adviser representative with Orion Portfolio Solutions, LLC in Omaha, NE, where they have been registered since 2026. They have worked in the securities industry since 2005 and have been registered with 4 firms, including Envestnet PMC and Advisors Asset Management, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Nebraska.
Office
Advisors at this office: 167
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Nebraska
- Broker:
1 state or territory
Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Envestnet Asset ManagementJun 2016 – Apr 2023Chicago, IL
- Janus Henderson Investors US LLCJul 2023 – Feb 2026Denver, CO
- Janus Henderson Distributors US LLCJul 2023 – Feb 2026Denver, CO
- UnemployedMay 2023 – Jun 2023Castle Rock, CO
- Orion Portfolio Solutions, LLCMar 2026 – no end date reportedOmaha, NE
- Brinker Capital Securities, LLCMar 2026 – no end date reportedBerwyn, PA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Orion Portfolio Solutions, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- First $100,000.000.35%
- $100,000.01 to $250,000.000.30%
- $250,000.01 to $1 million0.20%
- Over $1 million0.10%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Multi-asset class mutual funds constructing a range of risk-based portfolios, featuring a blend of active and passive investments including exchange-traded funds, with sub-adviser selection guided by investment committees focused on asset allocation and manager selection.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 199
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Omaha, NE
- SEC file number:
- 801-57265
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 31, 2026
View full firm profileOther advisors at Orion Portfolio Solutions, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Malcolm Kirk Leslie 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.
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