# AARON MICHAEL SZAGER

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [OSBORNE PARTNERS CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/108100) | 2022-08-01 | present | Yes |
| [SUMMITRY, LLC](https://search.stillhousedata.com/firm/128586) | 2019-01-05 | 2022-07-01 | — |
| [BLUESKY WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/116760) | 2016-08-24 | 2018-11-09 | — |
| [DELTA FINANCIAL ADVISORS, INC](https://search.stillhousedata.com/firm/121907) | 2011-01-04 | 2016-02-24 | — |
| [GROVE POINT INVESTMENTS, LLC](https://search.stillhousedata.com/firm/1763) | 2010-06-24 | 2010-09-13 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2008-10-08 | 2009-12-02 | — |
| [FERRIS, BAKER WATTS, LLC](https://search.stillhousedata.com/firm/285) | 2006-09-21 | 2008-10-24 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4331724)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4331724.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.