Aaron D Schindler

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2003 → Present
  Guardian Life Insurance Company
  New York, NY
• 07/2003 → 12/2021
  Park Avenue Securities
  New York, NY
• 01/2022 → Present
  Osaic Wealth, Inc.
  New York, NY

Previous Registrations

• 2005-02-28 → 2021-12-31
  Park Avenue Securities Llc
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY

Other Businesses

1. WEALTH ADVISORY GROUP-Provide disability and life insurance via the Producer's Group. Start: 1/1/2010 Address: 355 Lexington Ave, 9th Floor, NY, NY 10017 5 bus hrs per month Investment related >10% annual compensation 2. One Resource Group-Insurance Sales Start: 02/01/2016 Address: 13548 Zubrick Road Roanoke, IN 46783 Hrs per month- Tot/Bus: 10/5 Investment related >10% annual compensation 3. Care Concierge New York-Identification and management of Long-Term Care services including Homecare Assessment and Plans of Care, Home Aide Matching, Patient Advocacy, Budgeting & Cash Flow Management Services, and Social Activity Planning. Start: 10/16/2017 Address: P.O. Box 1978 New York, NY 10021 Hrs per month - tot/bus: 50/25 Not investment related 4. Power of Attorney-I am power of attorney on a family member's accounts. Start: 06/12/2007 Address: 1025 5th Avenue Apt 7AS NY, NY 10028 Hrs per month - tot/bus: 6/3 Investment related 5. Pulaski Street Venture LLC-Passive 25% owner in 3 unit residential building. Start: 01/02/2014 Address: 305 North Avenue New Rochelle, NY 10801 4 hours per year 0 during securities trading hours Investment related > 10% annual compensation 6. GUARDIAN LIFE INSURANCE CO POSITION: Broker NATURE: Guardian Insurance Broker - Servicing existing life insurance policy as broker of records and selling new Guardian policies INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2022 ADDRESS: 10 Hudson Yards, New York NY 10001, United States DESCRIPTION: Guardian Insurance Broker - Servicing existing life insurance policy as broker of records and selling new Guardian policies 7. PULASKI STREET VENTURES LLC POSITION: partner NATURE: I own a passive 1/4 share in a 3 unit residential rental building in Brooklyn. I do not collect rent nor handle money. I do receive a share of profits annually if there are profits.I am also asked for my opinion on spending money on renovations or rent increase or decreases INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/08/2013 ADDRESS: 305 North Ave, New Rochelle NY 10801, United States DESCRIPTION: I own a passive 1/4 share in a 3 unit residential rental building in Brooklyn. I do not collect rent nor handle money. I do receive a share of profits annually if there are profits. I am also asked for my opinion on spending money on renovations or rent increase or decreases

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-17
• S63 Uniform Securities Agent State Law Examination
  2002-07-30

Designations

• Certified Financial Planner

Other Names

• Aaron David Schindler