RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
- Title
- Operations Team Leaderreportedmosaicwealth.comfirm site, Sep 15, 2026
- Professional profile
- mosaicwealth.com/who-we-are/gail-wildreportedmosaicwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Mosaic Wealth independent RIA currentsince Jan 6, 2022 · St. Louis, Mo
- Mosaic Family Wealth, LLC formerJun 26, 2020 to Jan 4, 2022 · St. Louis, Mo
- Morgan Stanley wirehouseJul 20, 2011 to Mar 5, 2015 · Chesterfield, Mo
- Mosaic Family Wealth, LLC to Mosaic Wealthleft Jan 4, 2022, registered Jan 6, 2022 (2 days) · RIA to a newly registered adviser · moved with a team
- Morgan Stanley to Mosaic Family Wealth, LLCleft Mar 5, 2015, registered Jun 26, 2020 (1940 days) · Wirehouse to independent RIA · moved with a team
- Gail Marie Wild left Mosaic Family Wealth, Llc for Mosaic Wealth (registered 2022-01-06)Jan 4, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address