Joseph
Cella
Mosaic Wealth
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About this Advisor
Joseph Cella is a financial advisor based in Englewood, Colorado, working with Mosaic Wealth. Joseph has previously held positions at Alps, American Funds, Mosaic Family Wealth Partners, LLC, and Capital Group. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Joseph is part of Mosaic Wealth, which operates out of Englewood, Colorado. The firm has 1 office and 20 employees. Mosaic Wealth manages assets totaling $1.6 billion and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mosaic Wealth includes asset-based, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mosaic Wealth Brokerage Details
$1,638,336,784
20
4,296
$381,363
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Joseph Cella Work History
Mosaic Family Wealth Partners, LLC
American Funds
American Funds
American Funds
Capital Group
Alps
Disclosures
Please visit the SEC profile of Joseph Cella 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 Wealth
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Englewood, CO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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