MOSAIC INVESTMENT PARTNERS, INC.

SAN JUAN, Puerto Rico·5 registered advisors·CRD# 168803
SEC# 802-78830787-722-2240
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
—
Total firm employees
Advisors
5
Registered representatives
02

Advisors at MOSAIC INVESTMENT PARTNERS, INC.

5 registered advisors
David Aaron Weiss
GUAYNABO, Puerto Rico
Donald Paul Rivers
SAN JUAN, Puerto Rico
Lee Dana Weiss
GUAYNABO, Puerto Rico
Leigh Allison Charley-Geissler
GUAYNABO, Puerto Rico
Richard Scott Umstead
GUAYNABO, Puerto Rico
05

Office Locations

GUAYNABO, Puerto Rico
4 advisors
SAN JUAN, Puerto Rico
1 advisor

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Data sourced from SEC Form ADV filings. MOSAIC INVESTMENT PARTNERS, INC. (CRD# 168803) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.