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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MOSAIC ADVANCE LLC is a financial planning business (LLC) registered on May 18, 2026 with the New York Division of Corporations. Its principal address is 3108 BEDFORD AVE, Brooklyn, NY 11210. The filing lists MOSAIC ADVANCE LLC as Registered Agent.
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MOSAIC ADVANCE LLC was registered as LLC on May 18, 2026 in New York.
MOSAIC ADVANCE LLC's principal address on file is 3108 BEDFORD AVE, Brooklyn, NY, 11210.
MOSAIC ADVANCE LLC is classified as a financial planning business (wealth management).
No EIN was found on file for MOSAIC ADVANCE LLC at the time of registration.
Based on the business category, these service providers typically target this type of business.