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John Aloyisus Mooney

APELLA CAPITAL, LLC·GLASTONBURY, Connecticut
Unclaimed Profile
151 NATIONAL DRIVE, GLASTONBURY, CT 06033CRD# 4851028Firm CRD# 171106
01

About

John Aloyisus Mooney is a registered financial advisor based in GLASTONBURY, Connecticut, affiliated with APELLA CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
APELLA CAPITAL, LLC
APELLA WEALTH
AUM
$3.3B
Regulatory assets under management
Employees
77
Total firm employees
View all advisors at APELLA CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Other: FEE FOR FINANCIAL PLANNING SERVICES. FEES FOR TECHNOLOGY.
Regulatory
SEC/IARD CRD# 4851028
Firm CRD# 171106
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Aloyisus Mooney offer?
John Aloyisus Mooney specializes in Financial Planning, Investment Management. Contact their office in GLASTONBURY, Connecticut for a consultation.
What are John Aloyisus Mooney's credentials?
John Aloyisus Mooney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Aloyisus Mooney located?
John Aloyisus Mooney is based in GLASTONBURY, Connecticut, working with APELLA CAPITAL, LLC. Their office serves clients in the GLASTONBURY metropolitan area and surrounding communities.
How does John Aloyisus Mooney charge for services?
John Aloyisus Mooney's firm is compensated through percentage of aum, other: fee for financial planning services. fees for technology.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APELLA CAPITAL, LLC?
APELLA CAPITAL, LLC has approximately 77 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GLASTONBURY
Peter William Haas — HAAS, PETER WILLIAMAnn Jennie Terranova — APELLA CAPITAL, LLCBrian Joseph Sheehan — ROSSMORE PRIVATE CAPITAL, LLCErnest Joshua Newborn — USI SECURITIES, INC.John Frank Vaughn — USI SECURITIES, INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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