Robert James Morella

Employer firm

Apex Capital Management, L.l.c. CRD 117059

$225M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1999 → Present
  Apex Capital Management, Llc
  Lafayette, LA
• 01/1988 → 04/2024
  Arsement, Redd & Morella, Llc
  Lafayette, LA
• 04/2024 → Present
  Morella & Morella, Llc
  Lafayette, LA

Other Businesses

ONE ROBLEY DRIVE, LLC, 701 ROBLEY DR. STE. 200, LAFAYETTE, LA- REAL ESTATE RENTAL-NOT INVESTMENT RELATED- MEMBER SINCE 8/1992- MINIMAL TIME SPENT ANNUALLY-NONE DURING TRADING HOURS ISABELLA FARMS, LLC-701 ROBELY DR., STE 200, LAFAYETTE, LA- REAL ESTATE HOLDINGS- NOT INVESTMENT RELATED- MANAGING MEMBER SINCE 5/2005- APPROXIMATELY 5 HOURS PER MONTH - ALL DURING TRADING HOURS SPARO TOY ENTERPRISES, LLC-1122 TERRACE HWY, BROUSSARD, LA - TOY MANUFACTURING- NOT INVESTMENT RELATED- MEMBER SINCE 5/2019- MINIMAL TIME SPENT ANNUALLY-ALL DURING TRADING HOURS MEDISPOSE, LLC- 1304 WESTGATE ROAD, LAFAYETE, LA- MEDICAL EQUIPMENT- NOT INVESTMENT RELATED- MEMBER SINCE 5/2024- MINIMAL TIME SPENT ANNUALLY-ALL DURING TRADING HOURS

Exams

• S66 Uniform Combined State Law Examination
  1999-12-23

Designations

• Personal Financial Specialist