TrueAdvisor
TrueAdvisor
RG
CFA
RG
CFA

Ryan Lawrence Grosskreuz

Mosaic Advisors
14 Years of Experience
View SEC Summary
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

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Mosaic Advisors
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Salient Capital Advisors, LLC
April 2015 - November 2020 · 5 yrs 7 mos
Salient Capital L.P.Broker
June 2014 - November 2020 · 6 yrs 5 mos
Invesco Distributors, INC.Broker
October 2009 - May 2014 · 4 yrs 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.