This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ORION PORTFOLIO SOLUTIONS, LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 4, 2014earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Dec 4, 2014

First registration

Dec 11, 2019

Dual registered

no

Other names

Ben Maniscalco

IAPD individual key

6394379

• Occurred

  Jun 24, 2025
  Advisor changed firm

  Benjamin Maniscalco left Assetmark, Inc. for Orion Portfolio Solutions, Llc (registered 2025-07-28)

  Form ADVobserved 5 days ago
• Occurred

  Jan 28, 2025
  Advisor changed firm

  Benjamin Maniscalco left Sei Investments Management Corp for Assetmark, Inc. (registered 2025-01-31)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:10446dc7-eeee-9e14-e309-2567ca52466a

First observed

Dec 11, 2019

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.