Mosaic Advisors
Mosaic Advisors (CRD# 164913) is a financial advisory firm headquartered in Houston, TX. They manage $325,598,870 in 150 accounts and serve the financial needs of clients across 1 states (or territories).
-
Total Assets Under Management326MILLION
-
Total Number of Accounts150ACCOUNTS
-
Average Account Value$2,170,659
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
Jay Goldberg (CRD# 1012351) is an Investment Advisor Representative working at Mosaic Advisors in Houston, TX and has over 42 years of experience in the finance industry.
Laure Hamzo (CRD# 5299839) is an Investment Advisor Representative working at Mosaic Advisors in Houston, TX and has over 10 years of experience in the finance industry.
Brandon Henry (CRD# 4854666) is an Investment Advisor Representative working at Mosaic Advisors in Houston, TX and has over 19 years of experience in the finance industry.
Carey Kesner (CRD# 4907404) is a co-founder of Mosaic Advisors LLC in Houston, TX and has over 13 years of experience. Carey Kesner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
The Purpose at Mosaic Advisors is to create better financial outcomes for successful families and closely-held business owners.
Mosaic Advisors designs, implements, and maintains comprehensive plans for families with significant resources and complex needs.
Genevieve Zeletz (CRD# 4990497) is an Investment Advisor Representative working at Mosaic Advisors in Houston, TX and has over 13 years of experience in the finance industry.
Carlos Betancourt (CRD# 7580545) is an Investment Advisor Representative working at Mosaic Advisors in Houston, TX and has 1 year of experience in the finance industry.
Keaton Dockery-Yanker (CRD# 7658577) is an Investment Advisor Representative working at Mosaic Advisors in Houston, TX and has 1 year of experience in the finance industry.
Isaac Garcia (CRD# 7715896) is an Investment Advisor Representative working at Mosaic Advisors in Houston, TX and has 1 year of experience in the finance industry.
Aaron Hart (CRD# 7681162) is an Investment Advisor Representative working at Mosaic Advisors in Houston, TX and has 1 year of experience in the finance industry.
Courtney-duyen Nguyen (CRD# 7199200) is an Investment Advisor Representative working at Mosaic Advisors in Houston, TX and has 1 year of experience in the finance industry.