Mosaic Advisors

Mosaic Advisors (CRD# 164913) is a financial advisory firm headquartered in Houston, TX. They manage $352,902,319 in 161 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    353
    MILLION
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $2,191,940
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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Mosaic Advisors
Showing 1 - 10 of 11 top financial advisors.
1
Jay L. Goldberg
CRD#: 1012351
3773 Richmond Avenue, Suite 700, Houston, TX 77046

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.

2
Laure Hamzo
CRD#: 5299839
3773 Richmond Avenue, Suite 700, Houston, TX 77046

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.

3
Brandon R. Henry
CRD#: 4854666
3773 Richmond Avenue, Suite 700, Houston, TX 77046

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.

4
Carey S. Kesner
CRD#: 4907404
3773 Richmond Avenue, Suite 700, Houston, TX 77046

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.

5
Genevieve M. Zeletz
CRD#: 4990497
3773 Richmond Avenue, Suite 700, Houston, TX 77046

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.

6
Keaton V. Dockery-Yanker
CRD#: 7658577
3773 Richmond Avenue, Suite 700, Houston, TX 77046

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.

7
Isaac Garcia
CRD#: 7715896
3773 Richmond Avenue, Suite 700, Houston, TX 77046

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.

8
Aaron E. Hart
CRD#: 7681162
3773 Richmond Avenue, Suite 700, Houston, TX 77046

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.

9
Marium Y. Murphy
CRD#: 7117852
3773 Richmond Avenue, Suite 700, Houston, TX 77046

Marium Murphy (CRD# 7117852) is an Investment Advisor Representative working at Mosaic Advisors in Houston, TX and has over 2 years of experience in the finance industry.

10
Courtney-duyen T. Nguyen
CRD#: 7199200
3773 Richmond Avenue, Suite 700, Houston, TX 77046

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.

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