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 with an SEC registration year of 2025. Ownership is described as a mix of a domestic entity and an individual. The firm is recorded as "Unclassified" in the dataset and the profile does not include descriptions of its advisory activities, client types, or fee schedule. The firm indicates it is not a capital allocator and does not identify as an active ESG investor. It is also not flagged as a multi-state adviser, a pension consultant, or a related adviser in the available records.

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

  • John Cosenza

    John Cosenza

    Senior AdvisorCRD 4073037

  • Patrick Kane

    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