Paul L. Marrella
APELLA WEALTH | Owner
Wyomissing, PA 19610
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CRD#: 1925779
Professional summary
Paul Leonard Marrella, CFP® is a registered financial advisor currently at APELLA WEALTH located in Wyomissing, Pennsylvania.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Paul has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
What are your service offerings?
Trust & estate planning
Insurance
Financial planning
Philanthropic services
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
750K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1): Ledgerock Golf Club , 1 Greenbriar Drive, Mohnton, PA, 19540, Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No 06/06/2022 HPM: 0-1 HPM during trading hours: 0-1 Duties: Strategic Planning Committee is being formed to:\Review, evaluate and recommend ideas for improving the member experience at LedgeRock. With the elimination of the role of GM, the board realized the need for some strategic leadership to work with our management team. The Committee will have no delegated authority to make decisions on behalf of the Club and has no spending authority. The Committee will solicit ideas and develop those ideas to the point where they can be presented to the board. (2): LedgeRock Golf Club , 1 Greenbriar Drive, Mohnton, PA, 19540, Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: Yes 03/01/2003 HPM: 0-1 HPM during trading hours: 0-1 Duties:
CRS (Client Relationship Summary) - RIA
Click below to view Paul Leonard Marrella's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1999
Experience
Current
March 17, 2025 - Present
APELLA WEALTH
Office #1: 1250 Broadcasting Rd. #102, Wyomissing, PA 19610RIA
CRD#: 171106
Wyomissing, PA
Past
October 2, 2023 - March 28, 2025
MARRELLA PRIVATE WEALTH, LLC
RIA
CRD#: 327397
WYOMISSING, PA
Past
January 2, 2009 - October 3, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
WYOMISSING, PA
Past
April 12, 2001 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
WYOMISSING, PA
Past
January 12, 2001 - October 3, 2023
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
WYOMISSING, PA
Past
October 26, 2000 - January 17, 2001
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
September 29, 1998 - October 25, 2000
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
July 19, 1995 - September 16, 1998
GOLDMAN SACHS EXECUTION & CLEARING, L.P.
BD
CRD#: 3466
NEW YORK, NY
Past
February 21, 1995 - July 6, 1995
KEOGLER, MORGAN & COMPANY, INC.
BD
CRD#: 16546
ATLANTA, GA
Past
March 21, 1989 - April 6, 1992
KEOGLER, MORGAN & COMPANY, INC.
BD
CRD#: 16546
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
APELLA WEALTH
APELLA CAPITAL | APELLA WEALTH | APELLA CAPITAL, LLC
CRD#: 171106 / SEC#: 801-79650
RIA
Registered Investment Advisory firm - (4/29/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Connecticut(3/17/2025)
IAR
Pennsylvania(3/17/2025)
IAR
Texas(6/26/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
AW
APELLA WEALTH
APELLA CAPITAL | APELLA WEALTH | APELLA CAPITAL, LLC
CRD#: 171106 / SEC#: 801-79650
RIA
Registered Investment Advisory firm - (4/29/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
65 Memorial Drive Suite C340, West Hartford, CT 06107
Mailing Address
Phone number
(860) 785-2260
Established
Firm type
Fiscal year end
# of Employees
140
SEC notice filing (44 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,172 |
| AUM (Assets Under Management) | $ 7,953,076,688 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 03/29/2024 | ||
| 04/30/2023 |
Red Flags
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Company Information
APELLA WEALTH
OwnerCRD#: 171106Wyomissing, PA 19610TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
