Stephen Morella has been Member - Minority Owner of Apex Capital Management since August 2025, is a control person of the firm and directly owns between 25% and 50% 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 · 3 yearsLafayette, LA · Adviser representative · Firm CRD 117059
Investment adviser representative registrations
Stephen Morella is registered as an investment adviser representative in Louisiana, since July 2023.
- LouisianaSince 18 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 June 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Stephen James Morella
- CRD
- 7785093
- Firm
- Apex Capital Management · CRD 117059
- Role
- Member - Minority Owner
- Office
- 2901 JOHNSTON ST., SUITE 401, Lafayette, LA 70503
- Registration
- Investment adviser registration
- In the industry since
- July 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephen Morella work?
Stephen Morella has been Member - Minority Owner of Apex Capital Management, L.L.C. since August 2025, and is a control person of the firm.
Is Stephen Morella a financial advisor?
Yes. Stephen Morella has a current investment-adviser registration in Louisiana, through Apex Capital Management since July 2023.
How many years of experience does Stephen Morella have?
Stephen Morella has 3 years in the financial industry, since July 2023, across 1 adviser firm.
What exams has Stephen Morella passed?
Stephen Morella passed the Series 65 in June 2023.
Where is Stephen Morella based?
Stephen Morella’s registered office is in Lafayette, LA.
Is Stephen Morella registered with FINRA?
No. Stephen Morella has no current broker registration.
How can I verify Stephen Morella’s record?
Search CRD 7785093 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Morella’s full registration record.