Financial ADVSR advisor directory · SEC adviser records
Mosaic Advisors financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Mosaic Advisors office in Houston, A to Z.
22 registered advisors work at Mosaic Advisors in Houston, out of 22 at the firm nationwide; it ranks number 37 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.
Mosaic Advisors advisors in Houston, A to Z
Every Mosaic Advisors advisor →- Mason L. AydelotteInvestment adviser rep
- Michael DeeChartered Financial Analyst
- Keaton V. Dockery-YankerCertified Financial Planner
- Nathan FonsecaInvestment adviser rep
- Jay L. GoldbergCertified Financial Planner
- Ryan L. GrosskreuzChartered Financial Analyst
- Laure HamzoCertified Financial Planner
- Brandon R. HenryInvestment adviser rep
- Eloy A. HernandezCertified Financial Planner
- Kristin N. Hurst-HebronCertified Financial Planner
- Carey S. KesnerCertified Financial Planner
- Andre H. MassicottInvestment adviser rep
- Richard E. Meyer IIInvestment adviser rep
- Gustavo MontanoInvestment adviser rep
- Hance V. Myers IIIInvestment adviser rep
- Jacy L. NorrisInvestment adviser rep
- Nicholas D. PeliniInvestment adviser rep
- Aaron PriceInvestment adviser rep
- Jon M. SloviskyCertified Financial Planner
- Ana C. TagtmeyerInvestment adviser rep
- Reid W. ThompsonInvestment adviser rep
- Franklin M. TurnerInvestment adviser rep
Mosaic Advisors advisors in every city and state →Mosaic Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Houston
All Houston advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 364Morgan Stanley 304J.P. Morgan Securities LLC 301Valic Financial Advisors, Inc. 213UBS Financial Services Inc. 186Wells Fargo Clearing Services, LLC 161Strategic Advisers LLC 141Ameriprise Financial Services, LLC 136LPL Financial LLC 128Raymond James & Associates, Inc. 86Cetera Investment Advisers LLC 76Pfs Investments Inc. 76
Questions
How many financial advisors does Mosaic Advisors have in Houston?
22 investment adviser representatives are registered at Mosaic Advisors offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 22 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Is Mosaic Advisors one of the largest advisor employers in Houston?
Mosaic Advisors ranks number 37 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.
How do I check a Mosaic Advisors advisor in Houston?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Mosaic Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.