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Mosaic Advanced Planning
MOSAIC ADVANCE LLC, Registered Agent
Mosaic Advanced Planning is a financial planning and wealth management firm based in New York. Heather Kelly, a former Allianz executive, launched the firm with backing from Merchant and RIA Apollon. The website focuses on advanced planning services.
Filed May 18, 2026 · Brooklyn, NY
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See how it worksAbout Mosaic Advanced Planning
Mosaic Advanced Planning is a financial planning business (LLC) registered on May 18, 2026 with the New York Division of Corporations. The business is located in Brooklyn, New York 11210. The record lists MOSAIC ADVANCE LLC as Registered Agent.
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Filing Details
Verified Business Profile
SubcategoryWealth Management
Contact Information
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Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
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Frequently Asked Questions
When was Mosaic Advanced Planning registered?
Mosaic Advanced Planning was registered as LLC on May 18, 2026 in New York.
Where is Mosaic Advanced Planning located?
Mosaic Advanced Planning is based in Brooklyn, NY, 11210.
What type of business is Mosaic Advanced Planning?
Mosaic Advanced Planning is classified as a financial planning business (wealth management).
Does Mosaic Advanced Planning have an EIN on file?
No EIN was found on file for Mosaic Advanced Planning at the time of registration.
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