Evan Alexander Mccormick
Investment adviser representative at Investors Mosaic
13 yearsExperience
3 statesRegistered in
$192.1MFirm assets
2 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Investors Mosaic, LLCJul 2013 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 3 states (NC, NY, TX).
Investors Mosaic
Legal name: Investors Mosaic, LLC
$192.1MAssets managed
33Clients
2Advisers
2 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
- 6233081
- Firm CRD
- 168619