TC
Tyler Campo
MOSAIC WEALTH
St. Louis, MO 63144
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CRD#: 5158076
TC
Professional summary
Tyler Campo is a registered financial advisor currently at MOSAIC WEALTH located in St. Louis, Missouri.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Tyler has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. VARIOUS UNIVERSITIES IN MISSOURI, NON-INVESTMENT RELATED, TEACHING UNDERGRADUATE AND GRADUATE STUDENTS, ADJUNCT INSTRUCTOR AT MULTNOMAH UNIVERSITY CENTRAL METHODIST UNIVERSITY AND GREENVILLE COLLEGE, START DATE 01/2016, 15 HOURS PER WEEK, 0 HOURS DURING TRADING HOURS. 2. LICENSED INSURANCE AGENT. NON INVESTMENT RELATED. 1401 BRENTWOOD BLVD SUITE 630 ST LOUIS, MO 63144. FINANCIAL SERVICES. RELATIONSHIP MANAGER. START 2/2017. 10 HOURS/MONTH, 10 DURING TRADING. SELL INSURANCE TO CLIENTS WHEN NEEDS ARISE. 3. Greenville University Board of Trustees-Not investment related-The Moneta Group, 100 S. Brentwood Blvd, Suite 500, Clayton, MO 63105-Endowment-David Side, Advisor-5/2019-10 hrs/mth-0 during trading hrs-I am a member on the Greenville University Board of Trustees. I only review the accounts and have no other control or access. 4.)Mr. Campo is a Board of Trustee Member for Seedbed, located in Franklin, TN. Mr. Campo spends approximately 10 hours per month in this capacity, none of which are during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Campo's 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®
NoneExperience
Current
January 6, 2022 - Present
MOSAIC WEALTH
Office #1: 1401 S. Brentwood Blvd. Suite 630, St. Louis, MO 63144RIA
CRD#: 317377
St. Louis, MO
Past
June 8, 2017 - December 31, 2019
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
St. Louis, MO
Past
January 11, 2017 - January 4, 2022
MOSAIC FAMILY WEALTH, LLC
RIA
CRD#: 170923
St. Louis, MO
Past
September 29, 2008 - January 3, 2017
EDWARD JONES
RIA
CRD#: 250
ST. LOUIS, MO
Past
September 24, 2008 - January 3, 2017
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Past
June 28, 2006 - August 25, 2008
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
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
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 4,296 |
| AUM (Assets Under Management) | $ 1,638,336,784 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/02/2025 | ||
| 10/29/2024 | ||
| 11/27/2023 | ||
| 01/30/2023 |
Red Flags
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Company Information
MOSAIC WEALTH
CRD#: 317377St. Louis, MO 63144TRUST BUT VERIFY
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