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Abigail Katzen Mooney

CITY CAPITAL VENTURES, LLC·CHICAGO, Illinois
Series 65Clean record18 years registeredCITY CAPITAL VENTURES, LLC
444 N. MICHIGAN AVE., SUITE 3250, CHICAGO, IL 60611CRD# 4670225Firm CRD# 314936

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Abigail Katzen Mooney · CHICAGO, IL
Registration
CRD #4670225 · CITY CAPITAL VENTURES, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: CITY CAPITAL VENTURES, LLC
Jul 2017Jul 2020
Pittsburgh, PA
Oct 2007Oct 2015
SEWICKLEY, PA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 25, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CITY CAPITAL VENTURES, LLC
CRD 314936 · SEC 801-130777
AUM
$286M
Regulatory assets under management
Employees
8
10 client accounts
Services offered by CITY CAPITAL VENTURES, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
Introduction

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05

Frequently Asked Questions

What services does Abigail Katzen Mooney offer?
Abigail Katzen Mooney specializes in Retirement Planning.
What are Abigail Katzen Mooney's credentials?
Abigail Katzen Mooney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Abigail Katzen Mooney located?
Abigail Katzen Mooney is based in CHICAGO, Illinois, last registered with CITY CAPITAL VENTURES, LLC.
How does Abigail Katzen Mooney charge for services?
Abigail Katzen Mooney's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CITY CAPITAL VENTURES, LLC?
CITY CAPITAL VENTURES, LLC has approximately 8 employees and manages $286M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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