Robert Morella has been Managing Member & Chief Compliance Officer of Apex Capital Management since October 1999, is a control person of the firm and directly owns 75% or more of it.
Apex Capital Management, L.L.C. is a Lafayette, LA firm with $225M under management, 357 clients and 2 advisers across 3 offices, as of its September 2026 filing.
- – present · 18 yearsLafayette, LA · Adviser representative · Firm CRD 117059
Investment adviser representative registrations
Robert Morella is registered as an investment adviser representative in 2 states. Each was approved in August 2008.
- LouisianaSince 27 August 2008
- TexasSince 27 August 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 23 December 1999 |
- Name
- Uniform Combined State Law Examination
- Full name
- Robert James Morella
- CRD
- 4473330
- Firm
- Apex Capital Management · CRD 117059
- Role
- Managing Member & Chief Compliance Officer
- Office
- 2901 JOHNSTON ST., SUITE 401, Lafayette, LA 70503
- Registration
- Investment adviser registration
- In the industry since
- August 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Morella work?
Robert Morella has been Managing Member & Chief Compliance Officer of Apex Capital Management, L.L.C. since October 1999, and is a control person of the firm.
Is Robert Morella a financial advisor?
Yes. Robert Morella has a current investment-adviser registration in Louisiana and Texas, through Apex Capital Management since August 2008.
How many years of experience does Robert Morella have?
Robert Morella has 18 years in the financial industry, since August 2008, across 1 adviser firm.
What exams has Robert Morella passed?
Robert Morella passed the Series 66 in December 1999.
Where is Robert Morella based?
Robert Morella’s registered office is in Lafayette, LA.
Is Robert Morella registered with FINRA?
No. Robert Morella has no current broker registration.
How can I verify Robert Morella’s record?
Search CRD 4473330 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Morella’s full registration record.