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RIA / WealthAdvisorCertified Financial Planner25 years in industry

AARON MICHAEL SZAGER

Advisor at OSBORNE PARTNERS

MENLO PARK, CA | SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:08a88451-aff7-844c-57c8-fff3e468734d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Sep 21, 2006 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OSBORNE PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 22, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Feb 22, 2001
First registration: Sep 21, 2006
Dual registered: no
Other names: AARON M SZAGER
IAPD individual key: 4331724

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OSBORNE PARTNERS	Independent wealth	Aug 1, 2022	n/a	yes	MENLO PARK, CA\|SAN FRANCISCO, CA	Current employment
SUMMITRY, LLC	Independent wealth	Jan 5, 2019	Jul 1, 2022	no	San Mateo, CA	Previous registration
BLUESKY WEALTH ADVISORS, LLC	Independent wealth	Aug 24, 2016	Nov 9, 2018	no	Santa Clara, CA\|NEW BERN, NC\|San Jose, CA	Previous registration
DELTA FINANCIAL ADVISORS, INC	Independent wealth	Jan 4, 2011	Feb 24, 2016	no	KENSINGTON, MD	Previous registration
H. BECK, INC.	Former SEC adviser	Jun 24, 2010	Sep 13, 2010	no	BETHESDA, MD\|ROCKVILLE, MD	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Oct 8, 2008	Dec 2, 2009	no	BALTIMORE, MD\|WEEHAWKEN, NJ\|HUNT VALLEY, MD	Previous registration
FERRIS, BAKER WATTS, LLC	n/a	Sep 21, 2006	Oct 24, 2008	no	BALTIMORE, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SUMMITRY, LLC	OSBORNE PARTNERS	Jul 1, 2022	Aug 1, 2022	31	Firm change	RIA to RIA
BLUESKY WEALTH ADVISORS, LLC	SUMMITRY, LLC	Nov 9, 2018	Jan 5, 2019	57	Firm change	RIA to RIA
DELTA FINANCIAL ADVISORS, INC	BLUESKY WEALTH ADVISORS, LLC	Feb 24, 2016	Aug 24, 2016	182	Firm change	Other
H. BECK, INC.	DELTA FINANCIAL ADVISORS, INC	Sep 13, 2010	Jan 4, 2011	113	Firm change	Other
UBS FINANCIAL SERVICES INC.	H. BECK, INC.	Dec 2, 2009	Jun 24, 2010	204	Firm change	Other
FERRIS, BAKER WATTS, LLC	UBS FINANCIAL SERVICES INC.	Oct 24, 2008	Oct 8, 2008	-16	Firm change	Other

Relationships

Registered with (7)

→ OSBORNE PARTNERSRegistered adviserregistration: current employment
Aug 1, 2022 to presentfactForm ADV
→ SUMMITRY, LLCRegistered adviserregistration: previous registration
Jan 5, 2019 to Jul 1, 2022factForm ADV
→ BLUESKY WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 24, 2016 to Nov 9, 2018factForm ADV
→ DELTA FINANCIAL ADVISORS, INCRegistered adviserregistration: previous registration
Jan 4, 2011 to Feb 24, 2016factForm ADV
→ H. BECK, INC.Registered adviserregistration: previous registration
Jun 24, 2010 to Sep 13, 2010factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Oct 8, 2008 to Dec 2, 2009factForm ADV
→ FERRIS, BAKER WATTS, LLCRegistered adviserregistration: previous registration
Sep 21, 2006 to Oct 24, 2008factForm ADV

Dated events

Occurred
Jul 1, 2022
Advisor changed firm
Aaron Michael Szager left Summitry, Llc for Osborne Partners (registered 2022-08-01)
Form ADVobserved 4 days ago