Every new New York business filing, every dayMosaic 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 · Kings County
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New York Department of State, Division of Corporations · Entity 7918310 · Retrieved May 20, 2026
About Mosaic Advanced Planning
MOSAIC ADVANCE LLC filed in New York on May 18, 2026, and was first seen two days later. The company is in Financial Planning, specifically Wealth Management, based in Brooklyn. Its domain was registered in January 2025, about 16 months before the filing, through Squarespace Domains. The company is listed as its own registered agent. No annual report or EIN on file yet. We estimate revenue under $100,000 and 1 to 5 employees. The website is modern and the business is online only.
- Domain registered 16 months before filing, indicating early web presence.
- Company is its own registered agent.
- First seen 2 days after filing.
- No annual report or EIN on file yet.
- Online-only footprint.
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 24, 2026.
One of 3,103 new businesses registered in Brooklyn in May 2026, and the only financial planning business registered there that month.
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Filing Details
Verified Business Profile
Contact Information
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.
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, in Kings County.
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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