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Brandon Ross Henry

Investment adviser representative at Mosaic Advisors
14 yearsExperience
1 stateRegistered in
$580.5MFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Fixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Mosaic Advisors LLCJun 2012 to now
  2. Mosaic Wealth Partners, LLCJun 2012 to now

Exams passed

  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 1 state (TX).

Mosaic Advisors

Legal name: Mosaic Advisors LLC

$580.5MAssets managed
72Clients
23Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4854666
Firm CRD
164913
Advisor's SEC record (opens in a new tab)
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