Joseph Michael Cella
Investment adviser representative at Mosaic Wealth
10 yearsExperience
1 stateRegistered in
$2BFirm assets
4 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.
Percentage of assetsFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Mosaic WealthDec 2023 to now
- Mosaic Family Wealth Partners, LLCDec 2023 to now
- American FundsMar 2016 to now
- Capital GroupMar 2016 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CO).
Mosaic Wealth
Legal name: Mosaic Family Wealth Partners, LLC
$2BAssets managed
807Clients
19Advisers
4 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
- 6109650
- Firm CRD
- 317377