Role at Orion Portfolio Solutions
- Title on Schedule A
- President
- Control
- Ronald Pruitt is a control person of Orion Portfolio Solutions.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Ronald Pruitt has held the filed role since May 2024.
The firm
Form ADV filed 31 July 2026
Career on record
Ronald Pruitt has been registered through Orion Portfolio Solutions since June 2024, and before that through Envestnet | Pmc and Placemark Investments, Inc..
- – present · 2 yearsOmaha, NE · Adviser representative · Firm CRD 107975
- Envestnet | Pmc– · 3 yearsAddison, TX · Adviser representative · Firm CRD 111694
- Placemark Investments, Inc.– · 13 yearsAddison, TX · Adviser representative · Firm CRD 114680
- Passed Series 65 · 2001
Registrations and exams
Ronald Pruitt has a current investment-adviser registration in Nebraska and has passed 1 qualifying exam.
| State | Scope | Status | Since |
|---|---|---|---|
| Nebraska | Investment adviser representative | Approved | 21 June 2024 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 January 2001 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- Ronald Earl Pruitt
- CRD
- 4437688
- Registration status
- Investment adviser registration
- Office
- 17605 WRIGHT ST, Omaha, NE 68130
- Firm bio
- orion.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Orion says Ron Pruitt joined as President of Wealth Management in May 2024; his prior roles included Nasdaq Analytics, Solovis and Placemark Investments. Official Orion biography
Education
- B.S. in Econometrics, United States Military AcademyOfficial Orion biography
- MBA, University of Texas at AustinOfficial Orion biography
Credentials and memberships
Common questions
Where does Ronald Pruitt work?
Ronald Pruitt has been President of Orion Portfolio Solutions, LLC since May 2024, and is a control person of the firm.
Is Ronald Pruitt a financial advisor?
Yes. Ronald Pruitt has a current investment-adviser registration in Nebraska, through Orion Portfolio Solutions since June 2024, as of 17 October 2026.
How many years of experience does Ronald Pruitt have?
Ronald Pruitt has worked in the financial industry for 17 years as of 17 October 2026, counted from 10 November 2008, across 3 adviser firms.
What exams has Ronald Pruitt passed?
Ronald Pruitt passed the Series 65 in January 2001.
Where did Ronald Pruitt work before Orion Portfolio Solutions?
Before Orion Portfolio Solutions, Ronald Pruitt was registered through Envestnet | Pmc, February 2015 to September 2017; Placemark Investments, Inc., December 2001 to December 2014.
Where is Ronald Pruitt based?
Ronald Pruitt’s registered office is in Omaha, NE.
Is Ronald Pruitt a CFA charterholder?
Orion Portfolio Solutions lists Ronald Pruitt with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: Official Orion biography
Leadership at Orion Portfolio Solutions
- Mark MayoChief Financial Officer
- Mark AudrainChief Compliance Officer
- Kylee BeachChief Legal Officer/Secretary
- Michael ForkerEVP, Operations