Samuel Allen Marrella

Employer firm

Apella Wealth CRD 171106

$11.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/2002 → 10/2023
  Raymond James Financial Services, Inc.
  Wyomissing, PA
• 01/2009 → 10/2023
  Raymond James Financial Services Advisors, Inc
  Wyomissing, PA
• 08/2002 → 10/2023
  Marrella Financial Group
  Wyomissing, PA
• 10/2017 → 10/2023
  Marrella Financial Group
  Wyomissing, PA
• 08/2023 → 03/2025
  Marrella Private Wealth, Llc
  Wyomissing, PA
• 10/2023 → Present
  Marrella Insurance Group
  Wyomissing, PA
• 03/2025 → Present
  Apella Wealth
  65 Memorial Road, C340, CT

Previous Registrations

• 2023-10-05 → 2025-03-28
  Marrella Private Wealth, Llc
  Wyomissing, PA
• 2009-01-02 → 2023-10-03
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
  Wyomissing, PA
• 2002-09-20 → 2009-01-02
  Raymond James Financial Services, Inc.
  Wyomissing, PA

Other Businesses

1)Name of Business: Marrella Financial Group Address: 1250 Broadcasting Rd Ste 102, Wyomissing, PA, 19610, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: Yes Start Date: 10/18/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I wrote a book and it is going to be sold on Amazon Reading Berks Basketball Association; Chairman of the Kleppinger award committee. We award a scholarship to outstanding senior male basketball player: Board Member

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-11-27
• S63 Uniform Securities Agent State Law Examination
  1985-08-30

Designations

• Certified Financial Planner