Aaron Paul Davila
Investment adviser representative at Osaic Institutions, Inc.
9 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Osaic Institutions, Inc.Nov 2023 to now
- AffcuJul 2022 to now
- Infinex InvestmentsJul 2022 to now
- L.K. Jordan & AssociatesJun 2022 to Jul 2022
- UnemployedJan 2019 to Jun 2022
- Northwestern University Residential ServicesAug 2016 to Jun 2017
- Northwestern University Office of Undergraduate AdmissionsApr 2016 to Aug 2017
- SchoolingSep 2013 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 7605286
- Firm CRD
- 35371