Robert James Morella
Investment adviser representative at Apex Capital Management, L.L.C.
38 yearsExperience
2 statesRegistered in
PFSDesignation
$225.2MFirm assets
Are you Robert James Morella? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
38 years in the industry.
- Morella & Morella, LLCApr 2024 to now
- Apex Capital Management, L.L.C.Oct 1999 to now
- Arsement, Redd & Morella, LLCJan 1988 to Apr 2024
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Apex Capital Management, L.L.C.
$225.2MAssets managed
357Clients
4Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4473330
- Firm CRD
- 117059