Investment adviser representative · Wood Wealth Group, LLC
Geoffrey Mishkin
CRD 6978139 · Charlestown, MA
At a glance
Geoffrey Mishkin is an investment adviser representative with Wood Wealth Group, LLC in Charlestown, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Geoffrey’s SEC record dates to 2020, about 6 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Wood Wealth Group, LLCSince August 2024Charlestown, MA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Geoffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Wood Wealth Group, LLC
- Kevin A. HarrisonCharlestown
- Jeffrey P. SpencerCharlestown
- Christopher J. WoodCharlestown · Certified Financial Planner
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