Stephen James Morella
Investment adviser representative at Apex Capital Management, L.L.C.
14 yearsExperience
1 stateRegistered in
$225.2MFirm assets
4 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 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
14 years in the industry.
- Morella & Morella, LLCApr 2024 to now
- Apex Capital Management, L.L.C.Jul 2023 to now
- Arsement Redd & Morella, LLCOct 2019 to Apr 2024
- Bank of LouisianaFeb 2019 to Oct 2019
- Full Time StudentAug 2012 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 7785093
- Firm CRD
- 117059