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Alberto Liz

THE Mosaic Financial Group, LLC

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About Alberto Liz

Alberto Liz is a financial advisor at The Mosaic Financial Group, LLC based in Chicago, IL. Alberto has a wide range of experience in the financial services industry and holds Series 3, 7, 65, and 66 licenses. They previously worked for Goldman Sachs & Co. LLC, CRI Securities, LLC, and Securian Financial Services, INC. Alberto specializes in providing financial planning and portfolio management services to high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Alberto Liz is currently registered with THE Mosaic Financial Group, LLC. THE Mosaic Financial Group, LLC is a Chicago, IL-based investment advisor with approximately $945 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They also offer tax preparation services. Their client base consists primarily of high-net-worth individuals and charitable organizations.
THE Mosaic Financial Group, LLC

303 E. WACKER DRIVE

CHICAGO, IL 60601

$945.03M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation

Tax preparation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alberto Liz’s Registration & Firm History

IL

02/12/2024 - Present

THE Mosaic Financial Group, LLC (CHICAGO IL)

IL

01/11/2019 - 08/17/2023

GOLDMAN SACHS & CO. LLC (CHICAGO IL)

TX

03/10/2015 - 06/08/2018

CRI SECURITIES, LLC (DALLAS TX)

TX

03/10/2015 - 06/08/2018

SECURIAN FINANCIAL SERVICES, INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 02/12/2024

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/31/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/28/2019

Series 3 - National Commodity Futures Examination

BC

Issued 06/08/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alberto Liz.
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