Todd M Bertucci
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.
Todd M. Bertucci 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 2019. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). 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.
- Orion Advisor SolutionsJan 2011 – no end date reportedOmaha, NE
- Orion Portfolio SolutionsJan 2023 – no end date reportedOmaha, NE
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
Similar advisors in Omaha, NE
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Todd M Bertucci 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched