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GW

Gail M. Wild

MOSAIC WEALTH
St. Louis, MO 63144
Some features on this profile are disabled
CRD#: 3109921
GW

Professional summary

Gail Marie Wild, who also goes by Gail Wild, is a registered financial advisor currently at MOSAIC WEALTH located in St. Louis, Missouri.

Gail is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Gail has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9 and Series 10 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Gail Wild

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. FOUR RENTAL PROPERTIES 524, 526, 528, 530 ALL ON EAST SOUTH 2ND STREET, RED BUD IL AND RUMA IL; CO-OWN WITH SPOUSE; 0 HRS/MONTH; 0 HRS DURING TRADING; 4 UNIT APARTMENT BUILDING RENTED MONTHLY. AT THIS TIME, I AM UNAWARE THAT ANY TENANTS ARE MFWP CLIENTS OR PROSPECTS; 7/2009. 2. MARY KAY; NOT INVESTMENT RELATED; 11299 N PRAIRIE ROAD, RED BUD, IL. 62278; INDEPENDENT BEAUTY CONSULTANT; 3 HOURS OUTSIDE OF TRADING HOURS; RESALE OF BEAUTY PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gail Marie Wild's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 6, 2022 - Present

MOSAIC WEALTH

Office #1: 1401 S. Brentwood Blvd. Suite 630, St. Louis, MO 63144
RIA
CRD#: 317377
St. Louis, MO
Past

June 26, 2020 - January 4, 2022

MOSAIC FAMILY WEALTH, LLC

RIA
CRD#: 170923
ST. LOUIS, MO
Past

February 17, 2017 - December 31, 2019

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
St. Louis, MO
Past

July 20, 2011 - March 5, 2015

MORGAN STANLEY

RIA
CRD#: 149777
CHESTERFIELD, MO
Past

June 1, 2009 - March 5, 2015

MORGAN STANLEY

BD
CRD#: 149777
CHESTERFIELD, MO
Past

January 5, 2000 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
CHESTERFIELD, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MOSAIC WEALTH
MOSAIC FAMILY WEALTH | MOSAIC WEALTH | MOSAIC FAMILY WEALTH PARTNERS, LLC

CRD#: 317377 / SEC#: 801-122745

RIA
Registered Investment Advisory firm - (11/24/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Missouri
(1/6/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/26/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/11/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/4/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 4/24/2007
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 3/29/2007
General Securities Sales Supervisor - General Module Examination

Current Firm

MW
MOSAIC WEALTH
MOSAIC FAMILY WEALTH | MOSAIC WEALTH | MOSAIC FAMILY WEALTH PARTNERS, LLC

CRD#: 317377 / SEC#: 801-122745

RIA
Registered Investment Advisory firm - (11/24/2021 Approved)
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Contact information

Main Address
1401 S. Brentwood Blvd. Suite 630, St. Louis, MO 63144
Mailing Address
Phone number
(314) 627-5220
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (21 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MOSAIC FAMILY WEALTH PARTNERS, LLC (3/24/2025)

Regulatory assets under management

Total Number of Accounts4,296
AUM (Assets Under Management)$ 1,638,336,784

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/02/2025
Cover Page
Report
10/29/2024
Cover Page
Report
11/27/2023
Cover Page
Report
01/30/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MOSAIC WEALTH

CRD#: 317377St. Louis, MO 63144

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