Managing Member & Chief Compliance Officer · Apex Capital Management, L.L.C.
Robert J. Morella
CRD 4473330 · Named on Form ADV at one SEC-registered adviser
At a glance
Apex Capital Management, L.L.C., an SEC-registered wealth manager based in Lafayette, LA with $225 million in regulatory assets, lists Robert J. Morella on its Form ADV as Managing Member & Chief Compliance Officer, a control person.
Firms and roles
- Apex Capital Management, L.L.C.Managing Member & Chief Compliance OfficerWealth manager · Lafayette, LA · $225M in regulatory assets
AtlasMembers
Robert’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Stephen J. MorellaMember - Minority Owner, Apex Capital Management, L.L.C.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.