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Stephen James Morella

Apex Capital Management, L.L.C.

Lafayette, LA

CRD 7785093

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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:

Current Employers
Apex Capital Management, L.L.C.

2901 Johnston St., Suite 401, Lafayette, LA 70503 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-07-18
  • LA RA
    APPROVED
    Since 2023-07-18

Branch Locations

2901 Johnston St., Suite 401, Lafayette, LA 70503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Arsement Redd & Morella, Llc Lafayette LA 10/2019 04/2024
Bank Of Louisiana Lafayette LA 02/2019 10/2019
Full Time Student Lafayette LA 08/2012 03/2019
Morella & Morella, Llc Lafayette LA 04/2024 Present
  • 10/2019 → 04/2024
    Arsement Redd & Morella, Llc
    Lafayette, LA
  • 02/2019 → 10/2019
    Bank Of Louisiana
    Lafayette, LA
  • 08/2012 → 03/2019
    Full Time Student
    Lafayette, LA
  • 04/2024 → Present
    Morella & Morella, Llc
    Lafayette, LA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-26
  • S65 Uniform Investment Adviser Law Examination
    2023-06-26

View on SEC IAPD

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