Brandon Ross Henry

Mosaic Advisors

17 Years of Experience

View SEC Summary

Areas of Practice

Financial Planning & CoachingEstate PlanningTax PlanningInvestment ManagementHigh Net WorthBusiness Owners

Mosaic Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

61 clients

Average Client Portfolio

$8.2M average

Assets Under Management

$499.4M

Fee Structure

Financial Planning:Included in AUM fee

Location

3773 Richmond Avenue, Suite 700, Houston, TX, 77046

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Mosaic Advisors

September 2012 - Present · 13 yrs 5 mos

Previous Registrations

Fsc Securities Corporation

February 2012 - March 2015 · 3 yrs 1 mo

Bosc, INC.

November 2011 - February 2012 · 3 mos

Bbva Wealth Solutions INC.

July 2011 - November 2011 · 4 mos

Uvest Financial Services Group, INC.

November 2006 - May 2008 · 1 yr 6 mos

Merrill Lynch Pierce Fenner & Smith INC.

March 2006 - October 2006 · 7 mos

Chase Investment Services CORP.

September 2005 - February 2006 · 5 mos

Wells Fargo Investments, LLC

November 2004 - August 2005 · 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.