GM
Geoffrey Mishkin
WOOD WEALTH GROUP
Charlestown, MA 02129
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CRD#: 6978139
GM
Professional summary
Geoffrey Mishkin is a registered financial advisor currently at WOOD WEALTH GROUP, LLC located in Charlestown, Massachusetts.
Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Geoffrey has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 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) Wood Wealth Group, LLC; 529 Main Street, Charlestown, MA 02129; yes investment related; insurance and investments; financial advisor; 01/01/2018-present; 25 Hours/month(25 during securities trading hours); insurance sales & service for multiple carriers. 2) LESLIE S. RAY INSURANCE AGENCY; 129 DODGE ST, BEVERLY, MA 01915; not investment related; life, disability, health and long term care insurance; life and disability insurance agent; 5/1/2019 ;80 hours/month (60 hours during market hours);Representing Leslie S Ray Agency Inc in their life, disability, health and long term care insurance department. 3) EAST COAST INSURANCE PROVIDERS; AGENT ; 77R Main Street, Amesbury, MA 01913 ;not investment related; Property and Casualty; START DATE: 1/1/2020; 10-20 hours/month (10-20 hours during security hours. 4) CGI Capital LLC dba RedLine Gear Cleaning; Partner; Non Investment Related; Location: 13326 SW 26th Street Davie Florida 33325; Description of the business: First responder gear cleaning service.; Responsibilities Duties: Manage operations; Start date: 2024-10-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 5.
CRS (Client Relationship Summary) - RIA
Click below to view Geoffrey Mishkin'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
August 25, 2024 - Present
WOOD WEALTH GROUP, LLC
Office #1: 529 Main Street Suite P200, Charlestown, MA 02129RIA
CRD#: 327286
Charlestown, MA
Past
March 12, 2020 - August 20, 2024
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
Charlestown, MA
Past
March 12, 2020 - August 20, 2024
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
Charlestown, MA
Past
August 22, 2018 - November 19, 2019
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
WAKEFIELD, MA
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
New Hampshire(8/25/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WW
WOOD WEALTH GROUP, LLC
WOOD WEALTH GROUP, LLC
CRD#: 327286 / SEC#:
Florida
Registered Investment Advisory firm - (6/9/2025 Approved)Massachusetts
Registered Investment Advisory firm - (2/9/2024 Approved)Michigan
Registered Investment Advisory firm - (5/28/2025 Approved)New Hampshire
Registered Investment Advisory firm - (3/20/2024 Approved)Texas
Registered Investment Advisory firm - (2/26/2024 Conditional Restricted)Wyoming
Registered Investment Advisory firm - (3/7/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
529 Main Street Suite P200, Charlestown, MA 02129
Mailing Address
Phone number
(617) 546-9949
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 166 |
| AUM (Assets Under Management) | $ 36,339,441 |
Red Flags
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Company Information
WOOD WEALTH GROUP, LLC
CRD#: 327286Charlestown, MA 02129TRUST BUT VERIFY
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