AARON MICHAEL SZAGER is an investment adviser representative (IAR) with state registration records since 2006, appearing at 7 firms. Currently registered with OSBORNE PARTNERS CAPITAL MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | 2022-08-01 | present | Yes |
| SUMMITRY, LLC | 2019-01-05 | 2022-07-01 | — |
| BLUESKY WEALTH ADVISORS, LLC | 2016-08-24 | 2018-11-09 | — |
| DELTA FINANCIAL ADVISORS, INC | 2011-01-04 | 2016-02-24 | — |
| GROVE POINT INVESTMENTS, LLC | 2010-06-24 | 2010-09-13 | — |
| UBS FINANCIAL SERVICES INC. | 2008-10-08 | 2009-12-02 | — |
| FERRIS, BAKER WATTS, LLC | 2006-09-21 | 2008-10-24 | — |