AS
CFP
AS
CFP

Aaron D Schindler

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

243 Riverside Drive, Apt 801, New York, NY, 10025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Aaron provides disability and life insurance through Wealth Advisory Group and sells insurance through One Resource Group and Guardian Life Insurance Co, dedicating a few hours per week to each. He also manages long-term care services, acts as power of attorney for a family member, and is a passive owner in a residential building.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
January 2022 - Present · 4 yrs 1 mo
Osaic Wealth, INC.
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Park Avenue Securities LLC
February 2005 - December 2021 · 16 yrs 10 mos
Park Avenue Securities LLCBroker
July 2003 - December 2021 · 18 yrs 5 mos
Ifg Network Securities, INC.Broker
July 2002 - July 2003 · 1 yr
State Registrations15 states
ALCACOCTFLHIILMAMDNCNJNYOHPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.