Invested Better
Unclaimed

Unclaimed

Unclaimed

Geoffrey Allen Schuller

Mosley Wealth Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your Profile

About Geoffrey Allen Schuller

Geoffrey Allen Schuller is an investment advisor representative with Mosley Wealth Management, Inc. located in Anaheim, California. Geoffrey Allen Schuller has been in the industry since 2015 and has worked for various firms including WINSPIRE and MATTS EL RANCHO. Geoffrey Allen Schuller is registered with the state of California as an Investment Advisor Representative. Geoffrey Allen Schuller is a Series 65 licensed individual.

Firm Information

Geoffrey Schuller is currently registered with Mosley Wealth Management, Inc.. Mosley Wealth Management, Inc. is an investment advisor based in Anaheim, CA. The firm manages $126,905,170 in regulatory assets under management for 426 clients. The firm provides investment advice to high-net-worth individuals, other individuals, and state or municipal government entities. They offer services like financial planning, portfolio management, and selection of other advisors. The firm also offers educational seminars.
Mosley Wealth Management, Inc.

2401 E. KATELLA AVENUE

ANAHEIM, CA 92806

$126.91M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Geoffrey Schuller’s Registration & Firm History

CA

04/14/2023 - Present

Mosley Wealth Management, Inc. (ANAHEIM CA)

Not sure if Geoffrey Allen Schuller is right for you?

Licenses & Designations

IA

Issued 03/20/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Geoffrey Allen Schuller.
Not sure if Geoffrey Allen Schuller is right for you?