Keaton Vaughn Dockery-yanker
Investment adviser representative at Mosaic Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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.
- Mosaic AdvisorsSep 2021 to now
- Tiny's No. 5Sep 2020 to Apr 2022
- Amazon.comMay 2019 to Jul 2019
- ChubbiesFeb 2019 to Sep 2019
- University of HoustonAug 2018 to May 2022
- Alamo Draft House CinemaJun 2018 to Aug 2018
- Cinco Ranch High SchoolJun 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7658577
- Firm CRD
- 164913