Robert James Morella
Compliance Officer at Apex Capital Management LLC
Profile
Mr. Robert J.
Morella, CPA, is an Investment Adviser & Managing Partner at Apex Capital Management LLC.
He is a Certified Public Accountant and serves as a partner in the accounting firm of Arsement, Redd & Morella, LLC.
He is a 1980 Graduate from the University of Southwestern Louisiana with a Bachelor of Science degree in Business Administration with a major in Accounting.
He is licensed as a personal financial specialist (PFS) through the American Institute of Certified Public Accountants and is Series 66 registered.
He is a member of the tax and personal financial planning division of the American Institute of Certified Public Accountants.
He is also a member of the National Association of Personal Financial Advisors.
Robert James Morella active positions
| Companies | Position | Start |
|---|---|---|
Apex Capital Management LLC
 Apex Capital Management LLC Investment ManagersFinance Apex Capital Management LLC (Apex) is an independent, SEC-registered investment advisor headquartered in Lafayette, Louisiana. The firm was founded by Andrew Beer in 1987. Apex provides fee-only financial planning services and investment advice to individual and institutional clients. | Compliance Officer | 1999-09-30 |
Training of Robert James Morella
| University of Louisiana at Lafayette | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Apex Capital Management LLC
Apex Capital Management LLC Investment ManagersFinance Apex Capital Management LLC (Apex) is an independent, SEC-registered investment advisor headquartered in Lafayette, Louisiana. The firm was founded by Andrew Beer in 1987. Apex provides fee-only financial planning services and investment advice to individual and institutional clients. | Finance |
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