Mosaic Advisors LLC

Mosaic Advisors LLC (CRD# 164913) is a financial advisory firm headquartered in Houston, TX. They manage $221,058,533 in 121 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    221
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $1,826,930
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 - 7 of 7 top financial advisors.
1
Craig T. Blanchfield
CRD#: 6108216
Houston, TX 77027

Craig Blanchfield (CRD# 6108216) is an Investment Advisor Representative working at Mosaic Advisors LLC in Houston, TX and has over 6 years of experience in the finance industry.

2
Jay L. Goldberg
CRD#: 1012351
Houston, TX 77027

Jay Goldberg (CRD# 1012351) is an Investment Advisor Representative working at Mosaic Advisors LLC in Houston, TX and has over 37 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.

3
Laure Hamzo
CRD#: 5299839
Houston, TX 77027

Laure Hamzo (CRD# 5299839) is an Investment Advisor Representative working at Mosaic Advisors LLC in Houston, TX and has over 5 years of experience in the finance industry.

4
Brandon R. Henry
CRD#: 4854666
Houston, TX 77027

Brandon Henry (CRD# 4854666) is an Investment Advisor Representative working at Mosaic Advisors LLC in Houston, TX and has over 14 years of experience in the finance industry.

5
Carey S. Kesner
CRD#: 4907404
Houston, TX 77027

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.

6
Kayla D. Lail
CRD#: 6448542
Houston, TX 77027

Kayla Lail (CRD# 6448542) is an Investment Advisor Representative working at Mosaic Advisors LLC in Houston, TX and has over 4 years of experience in the finance industry.

7
Genevieve M. Zeletz
CRD#: 4990497
Houston, TX 77027

Genevieve Zeletz (CRD# 4990497) is an Investment Advisor Representative working at Mosaic Advisors LLC in Houston, TX and has over 8 years of experience in the finance industry.

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