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Ryan Lawrence Grosskreuz

Investment adviser representative at Mosaic Advisors
12 yearsExperience
1 stateRegistered in
CFADesignation
$580.5MFirm assets

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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

12 years in the industry.

  1. Mosaic AdvisorsJun 2022 to now
  2. Tc EnergyApr 2021 to Jun 2022
  3. Salient Capital Advisors, LLCJun 2014 to Nov 2021
  4. Salient Capital, L.P.Jun 2014 to Nov 2020
  5. Salient Partners, L.P.Jun 2014 to Nov 2020

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2015

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
5689316
Firm CRD
164913
Advisor's SEC record (opens in a new tab)
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