Mosaic Advisors LLC

Mosaic Advisors LLC (CRD# 164913) is a financial advisory firm headquartered in Houston, TX. They manage $116,852,357 in 121 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $965,722
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Mosaic Advisors LLC
Showing 1 - 6 of 6 top financial advisors.
1
Carey S. Kesner
CRD#: 4907404
4265 San Felipe Street, Suite 760, Houston, TX 77027
96
Wealthminder
score

Carey Kesner (CRD# 4907404) is an Investment Advisor Representative working at Mosaic Advisors LLC in Houston, TX and has over 11 years of experience in the finance industry. 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 put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brandon R. Henry
CRD#: 4854666
4265 San Felipe Street, Suite 760, Houston, TX 77027
93
Wealthminder
score

Brandon Henry (CRD# 4854666) is an Investment Advisor Representative working at Mosaic Advisors LLC in Houston, TX and has over 12 years of experience in the finance industry.

3
Christopher Perras
CRD#: 2401654
4265 San Felipe Street, Suite 760, Houston, TX 77027
92
Wealthminder
score

Christopher Perras (CRD# 2401654) is an Investment Advisor Representative working at Mosaic Advisors LLC in Houston, TX and has over 3 years of experience in the finance industry.

4
Laure Hamzo
CRD#: 5299839
4265 San Felipe Street, Suite 760, Houston, TX 77027
89
Wealthminder
score

Laure Hamzo (CRD# 5299839) is an Investment Advisor Representative working at Mosaic Advisors LLC in Houston, TX and has over 2 years of experience in the finance industry.

5
Kayla D. Lail
CRD#: 6448542
4265 San Felipe Street, Suite 760, Houston, TX 77027
88
Wealthminder
score

Kayla Lail (CRD# 6448542) is an Investment Advisor Representative working at Mosaic Advisors LLC in Houston, TX and has 1 year of experience in the finance industry.

6
Jay L. Goldberg
CRD#: 1012351
4265 San Felipe Street, Suite 760, Houston, TX 77027
86
Wealthminder
score

Jay Goldberg (CRD# 1012351) is an Investment Advisor Representative working at Mosaic Advisors LLC in Houston, TX and has over 35 years of experience in the finance industry. Jay Goldberg 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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