DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Aaron Michael Szager
Certified Financial Planner
Feed of 09/14/2026
Also filed as Aaron M Szager
At current firm
4 y
since Aug 1, 2022
In the industry
25 y
since Feb 22, 2001 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Osborne Partners independent RIA currentsince Aug 1, 2022 · Menlo Park, Ca
- Summitry, LLC independent RIAJan 5, 2019 to Jul 1, 2022 · San Mateo, Ca
- Bluesky Wealth Advisors, LLC independent RIAAug 24, 2016 to Nov 9, 2018 · Santa Clara, Ca
- Delta Financial Advisors, Inc independent RIAJan 4, 2011 to Feb 24, 2016 · Kensington, Md
- H. Beck, Inc. formerJun 24, 2010 to Sep 13, 2010 · Bethesda, Md
- UBS Financial Services Inc. wirehouseOct 8, 2008 to Dec 2, 2009 · Baltimore, Md
- Ferris, Baker Watts, LLC unclassifiedSep 21, 2006 to Oct 24, 2008 · Baltimore, Md
Moves
a registration end followed by a registration begin elsewhere
- Summitry, LLC to Osborne Partnersleft Jul 1, 2022, registered Aug 1, 2022 (31 days) · RIA to RIA
- Bluesky Wealth Advisors, LLC to Summitry, LLCleft Nov 9, 2018, registered Jan 5, 2019 (57 days) · RIA to RIA
- Delta Financial Advisors, Inc to Bluesky Wealth Advisors, LLCleft Feb 24, 2016, registered Aug 24, 2016 (182 days) · Other
- H. Beck, Inc. to Delta Financial Advisors, Incleft Sep 13, 2010, registered Jan 4, 2011 (113 days) · Other
- UBS Financial Services Inc. to H. Beck, Inc.left Dec 2, 2009, registered Jun 24, 2010 (204 days) · Other
- Ferris, Baker Watts, LLC to UBS Financial Services Inc.left Oct 24, 2008, registered Oct 8, 2008 (-16 days) · Other
Signals
- Aaron Michael Szager left Summitry, Llc for Osborne Partners (registered 2022-08-01)Jul 1, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address