Unclaimed Profile

Geoffrey Mitchell Zimmerman

MOSAIC FINANCIAL PARTNERS, INC.·SAN FRANCISCO, California

Series 7, Series 8, Series 63, Series 66Clean record29 years registeredMOSAIC FINANCIAL PARTNERS, INC.

140 GEARY STREET, 6TH FLOOR, SAN FRANCISCO, CA 94108CRD# 2440735Firm CRD# 105180

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Geoffrey Mitchell Zimmerman · SAN FRANCISCO, CA

Registration

CRD #2440735 · MOSAIC FINANCIAL PARTNERS, INC. · 29 years registered

Brand Profile

Not yet started

Career History

INTEGRATED ADVISORS NETWORK LLC

Dec 2018 – present

MOSAIC FINANCIAL PARTNERS, INC.

Aug 2007 – Oct 2018

WALNUT CREEK, CA

WELLS FARGO INVESTMENTS, LLC

Apr 2005 – Apr 2007

SAN FRANCISCO, CA

CHARLES SCHWAB & CO., INC.

Jul 1997 – Feb 2005

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 63

Series 66

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MOSAIC FINANCIAL PARTNERS, INC.

CRD 105180 · SEC 801-33740

AUM

$623M

Regulatory assets under management

Employees

264 client accounts

Services offered by MOSAIC FINANCIAL PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MOSAIC FINANCIAL PARTNERS, INC. →

Introduction

Speak with Geoffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Geoffrey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Geoffrey Mitchell Zimmerman offer?

Geoffrey Mitchell Zimmerman specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Geoffrey Mitchell Zimmerman's credentials?

Geoffrey Mitchell Zimmerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Geoffrey Mitchell Zimmerman located?

Geoffrey Mitchell Zimmerman is based in SAN FRANCISCO, California, working with MOSAIC FINANCIAL PARTNERS, INC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Geoffrey Mitchell Zimmerman charge for services?

Geoffrey Mitchell Zimmerman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MOSAIC FINANCIAL PARTNERS, INC.?

MOSAIC FINANCIAL PARTNERS, INC. has approximately 19 employees and manages $623M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →