Aaron Michael Szager
Investment adviser representative at Osborne Partners
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$2.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Osborne PartnersAug 2022 to now
- Osborne Partners Capital Management, LLCJul 2022 to now
- Golub Group, LLCNov 2018 to Jul 2022
- Bluesky Wealth Advisors, LLC(Aug 2016 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 3 states (CA, PA, TX).
Osborne Partners
Legal name: Osborne Partners Capital Management LLC
$2.7BAssets managed
734Clients
11Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4331724
- Firm CRD
- 108100