MOSAIC ATS, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
335824
Registered since
September 22, 2025

Firm profile

FINTRX

Overview

Mosaic Ats, LLC is organized as a limited liability company and is listed in FINTRX as having become SEC-registered in 2025. Ownership is described as a combination of a domestic entity and an individual, and the firm is classified as unclassified in the available records. FINTRX does not supply details about the firm's advisory offerings, fee schedule, or typical client segments. The snapshot flags several negative markers rather than active specializations: Mosaic Ats is not identified as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, is not marked as a pension consultant, and is not recorded as a related adviser. Those entries suggest the public record contains only basic registration and structure information rather than operational or product detail.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JOGESH MENON

    Chief Development OfficerCRD 4882965

Contacts

3 of 6
  • ILINA STAMOVA

    PartnerCRD 5500851

  • JOHN COSENZA

    Senior AdvisorCRD 4073037

  • PATRICK KANE

    Managing DirectorCRD 4312570

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
875 Washington St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth