Mason Lincoln Aydelotte
Investment adviser representative at Mosaic Advisors
11 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
11 years in the industry.
- Mosaic AdvisorsMar 2025 to now
- Vialto PartnersApr 2022 to Mar 2025
- PricewaterhousecoopersOct 2021 to Mar 2022
- Galena Opportunity FundMay 2021 to Oct 2021
- Brigham Young UniversityJan 2018 to Apr 2021
- Church of Jesus Christ - LdsDec 2015 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8080515
- Firm CRD
- 164913