Joseph M Ferreira
Investment adviser representative at Apella Wealth
12 yearsExperience
1 stateRegistered in
$11.1BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Apella WealthMar 2025 to now
- Apella Capital, LLCJan 2023 to now
- Union CollegeSep 2022 to Dec 2022
- Wethersfield Country ClubMay 2022 to Aug 2022
- Union CollegeSep 2021 to Apr 2022
- Morgan StanleyJul 2021 to Aug 2021
- Union CollegeFeb 2020 to Jun 2021
- UpsDec 2019 to Jan 2020
- Union CollegeFeb 2018 to Nov 2019
- Rocky Hill HighschoolJan 2014 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CT).
Apella Wealth
Legal name: Apella Capital, LLC
$11.1BAssets managed
8,503Clients
101Advisers
12 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
- 7396713
- Firm CRD
- 171106