Investment adviser representative · Mosaic Advisors
Gustavo Montano
CRD 8225158 · Houston, TX
At a glance
Gustavo Montano is an investment adviser representative with Mosaic Advisors in Houston, TX, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Mosaic AdvisorsSince June 2026Houston, TX · $581M in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Gustavo’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Mosaic Advisors
- Mason L. AydelotteHouston
- Michael DeeHouston · Chartered Financial Analyst
- Keaton V. Dockery-YankerHouston · Certified Financial Planner
- Nathan FonsecaHouston
- Jay L. GoldbergHouston · Certified Financial Planner
- Ryan L. GrosskreuzHouston · Chartered Financial Analyst
- Laure HamzoHouston · Certified Financial Planner
- Brandon R. HenryHouston
Every advisor at Mosaic Advisors →Mosaic Advisors: assets, clients and custodians →Financial advisors in Houston, TX →Every Mosaic Advisors advisor in Houston →Advisor Moves: who changed firms this week →