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 as an SEC-registered adviser with a 2025 registration year. Ownership is recorded as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified and indicates it does not operate as a capital allocator. The firm is not identified as an active ESG investor, is not registered as a multistate adviser, and is not described as a pension consultant or related adviser in the available data.

Assets & Accounts

Investments & Alternatives

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