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CRD#: 335824
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for MOSAIC ATS, LLC Comes From
Understanding the Statistics for MOSAIC ATS, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
875 Washington Street 4th Floor, New York, NY 10014
Mailing Address
875 Washington Street 4th Floor, New York, NY 10014
Firm Size
Small
Phone Number
(917) 533-5273
Established
Delaware since 03/20/2025
Firm Type
Limited Liability Company
Fiscal year end
September
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at MOSAIC ATS, LLC
IS
Ilina Stamova
RR
CRD#: 5500851
Location:
Pensacola, FL 32502
Company:
BENJAMIN SECURITIES, INC.
Disclosures:
Experience:
17 years
JC
John Albert Cosenza
RR
CRD#: 4073037
Location:
New York, NY 10017
Company:
GUGGENHEIM SECURITIES, LLC
Disclosures:
Experience:
27 years
JW
Joseph Wald
RR
CRD#: 2448482
Location:
New York, NY 10014
Company:
MOSAIC ATS, LLC
Disclosures:
Experience:
32 years
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