Alex
De Leon
Mosaic Advisors
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About this Advisor
Alex De Leon is a financial advisor based in Houston, Texas, working with Mosaic Advisors. Alex has previously held positions at Bank Of America, Parker Uniforms Store, Fedex Freight, University Of Houston, Mass Mutual, and Mosaic Advisors. Alex has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Alex is part of Mosaic Advisors, which operates out of Houston, Texas. The firm has 17 employees and manages assets totaling $325.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Mosaic Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mosaic Advisors Brokerage Details
$325,598,870
17
150
$2,170,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Alex De Leon Work History
Mosaic Advisors
Bank Of America
Mass Mutual
Fedex Freight
University Of Houston
Parker Uniforms Store
Disclosures
Please visit the SEC profile of Alex De Leon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mosaic Advisors
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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