Unclaimed Profile

Aaron Paul Waxman

BINGHAM, OSBORN & SCARBOROUGH LLC·SAN FRANCISCO, California

Series 65Clean record16 years registeredBINGHAM, OSBORN & SCARBOROUGH LLC

345 CALIFORNIA STREET, SUITE 1100, SAN FRANCISCO, CA 94104CRD# 4752617Firm CRD# 110496

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron Paul Waxman · SAN FRANCISCO, CA

Registration

CRD #4752617 · BINGHAM, OSBORN & SCARBOROUGH LLC · 16 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

Jan 2023 – present

CERITY PARTNERS LLC

Nov 2021 – present

B|O|S

Jul 2010 – Nov 2021

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 5, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BINGHAM, OSBORN & SCARBOROUGH LLC

CRD 110496 · SEC 801-51641

AUM

$5.0B

Regulatory assets under management

Employees

3,604 client accounts

Services offered by BINGHAM, OSBORN & SCARBOROUGH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BINGHAM, OSBORN & SCARBOROUGH LLC →

Introduction

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Frequently Asked Questions

What services does Aaron Paul Waxman offer?

Aaron Paul Waxman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Aaron Paul Waxman's credentials?

Aaron Paul Waxman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aaron Paul Waxman located?

Aaron Paul Waxman is based in SAN FRANCISCO, California, working with BINGHAM, OSBORN & SCARBOROUGH LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Aaron Paul Waxman charge for services?

Aaron Paul Waxman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BINGHAM, OSBORN & SCARBOROUGH LLC?

BINGHAM, OSBORN & SCARBOROUGH LLC has approximately 40 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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