Raili Carter Daniel

Employer firm

Mosaic Wealth CRD 317377

$2.04B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CREDIT, CASH MANAGEMENT, AND INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2020 → 12/2021
  Mosaic Family Wealth, Llc
  Greenwood Village, CO
• 09/2016 → 06/2020
  University Of Denver
  Denver, CO
• 05/2015 → 07/2017
  Crestmoor Swim And Tennis Club
  Denver, CO
• 02/2016 → 08/2017
  Club Greenwood
  Greenwood Village, CO
• 08/2002 → 08/2016
  Student
  Englewood, CO
• 06/2018 → 08/2019
  Mosaic Family Wealth, Llc
  Greenwood Village, CO
• 01/2022 → Present
  Mosaic Family Wealth Partners, Llc
  St. Louis, MO

Previous Registrations

• 2021-08-27 → 2022-01-03
  Mosaic Family Wealth, Llc
  Greenwood Village, CO
  St. Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-27

Designations

• Certified Financial Planner

Other Names

• Raili Carter
• Raili Marie Carter