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Detailed Report
KIRA EPSTEIN REITZ
KIRA EPSTEIN
CRD#: 5569224
IA
Investment Adviser
B
Broker
ORION PORTFOLIO SOLUTIONS, LLCCRD#: 107975 1055 Westlakes Drive
Suite 250
Berwyn, PA 19312
BRINKER CAPITAL SECURITIES, LLCCRD#: 38123 1055 WESTLAKES DRIVE
SUITE 250
BERWYN, PA 19312
Registration History
2008201020122014201620182020202220242026IAORION PORTFOLIO SOLUTIONS, LLC (CRD# 107975)2023 - Present (2 years)BBRINKER CAPITAL SECURITIES, LLC (CRD# 38123)2012 - Present (12 years)BUBS FINANCIAL SERVICES INC. (CRD# 8174)2008 - 2012 (3 years)IAORION PORTFOLIO SOLUTIONS, LLC (CRD# 125446)2022 - 2023 (1 year)IABRINKER CAPITAL INVESTMENTS, LLC. (CRD# 107975)2020 - 2021 (1 year)IABRINKER CAPITAL INC (CRD# 111743)2012 - 2020 (8 years)IAUBS FINANCIAL SERVICES INC. (CRD# 8174)2008 - 2010 (2 years)
License(s)

State Registrations

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Nebraska 1/17/2023
B
Pennsylvania 8/29/2012

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ORION PORTFOLIO SOLUTIONS, LLC (CRD#:107975)
1055 Westlakes Drive Suite 250, Berwyn, PA 19312
Registered with this firm since 1/17/2023
B
BRINKER CAPITAL SECURITIES, LLC (CRD#:38123)
1055 WESTLAKES DRIVE SUITE 250, BERWYN, PA 19312
Registered with this firm since 8/29/2012
Previous Registration(s)
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 01/12/2022 - 01/06/2023 ORION PORTFOLIO SOLUTIONS, LLC (CRD#:125446) Berwyn, PA
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 10/19/2020 - 12/31/2021 BRINKER CAPITAL INVESTMENTS, LLC. (CRD#:107975) BERWYN, PA
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 08/30/2012 - 10/16/2020 BRINKER CAPITAL INC (CRD#:111743) BERWYN, PA
B
 09/17/2008 - 08/23/2012 UBS FINANCIAL SERVICES INC. (CRD#:8174) NEW YORK, NY
IA
 11/13/2008 - 12/31/2010 UBS FINANCIAL SERVICES INC. (CRD#:8174) NEW YORK, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.