Neisha N. Watson
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.
Neisha N. Watson is an investment adviser representative with Orion Portfolio Solutions, LLC in Omaha, NE, where they have been registered since 2023. They have worked in the securities industry since 2015 and have been registered with 4 firms, including Portsmouth Financial Services and MML Investors Services, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). 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
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.
- METLIFE Securities IncMar 2016 – Apr 2017Louisville, KY
- MML Investors Services, LLCMar 2017 – Apr 2017Louisville, KY
- Portsmouth FinancialApr 2017 – Jan 2020San Francisco, CA
- AIRA RetirementApr 2017 – Aug 2020Louisville, KY
- EF Legacy Securities, LLCJan 2020 – Aug 2020Louisville, KY
- Orion Advisor TechnologyMay 2021 – no end date reportedOmaha, NE
- Orion Portfolio SolutionsMay 2021 – no end date reportedOmaha, NE
- UnemployedAug 2020 – May 2021Louisville, KY
- Brinker Capital SecuritiesJan 2022 – 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
Showing 12 of 199 in the directory
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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. Neisha N. Watson 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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