Aaron Paul Waxman

Employer firm

Cerity Partners Retirement Plan Consultants CRD 164198

$40.3B regulatory AUM 105 advisory clients

Reported services (Item 5G)

• 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

• 05/2010 → 10/2021
  Bingham, Osborn & Scarborough Llc
  San Francisco, CA
• 11/2021 → Present
  Cerity Partners Llc
  San Francisco, CA

Previous Registrations

• 2010-07-05 → 2021-11-01
  B|O|S
  San Francisco, CA

Other Businesses

Oski Management Inc.; Investment related; Family office; San Francisco, CA; Vice President; Started 11/2017; 8-15 hours per month; 0 hours during trading hours; oversees investment management of one family's assets. G2 Insurance Services, Inc.; Investment related; Insurance broker; San Francisco, CA; Member of Board of Managers; Started 01/2019; 3 hours per month; 1 hour during trading hours; participates as a member of the Board of Managers.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-01

Designations

• Certified Financial Planner