Mosaic Ats, LLC

Broker-DealerFINRA Member
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 appears in registry data with minimal public disclosure. The firm is classified as "Unclassified" and is identified as having both a domestic-entity and individual owner type. Available flags indicate it does not act as a capital allocator and is not an active ESG investor. It is also marked as not being a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. Details on the firm's client segments, fee schedule, specific advisory services, and broader business activities are not provided in the available record.

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

    Jogesh Menon

    Chief Development OfficerCRD 4882965

Contacts

3 of 6
  • Ilina Stamova

    Ilina Stamova

    PartnerCRD 5500851

  • Patrick Kane

    Patrick Kane

    Managing DirectorCRD 4312570

  • Joseph Wald

    Joseph Wald

    Co-FounderCRD 2448482

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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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