Advisor at APELLA Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
APELLA Wealth
Location
West Hartford, CT 06107
Credentials
Series 65, Series 66
Industry experience
13 years
Samuel Marrella Jr. is a financial advisor at Apella Wealth with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Marrella Private Wealth, Raymond James Financial Services Advisors, and Resource Securities. Outside of financial advising, he is a partner in The Greenbriar Collective, a business that began as a social media page about golf courses and now sells related merchandise. Apella Wealth serves a diverse client base including individuals, multi-generational families, corporations, retirement plans, and institutional entities. The firm employs a model-driven investment process combining internal quantitative methods with external managers and technology integrations, offering a range of portfolio management and financial planning services.
Based on APELLA Wealth
Financial planning fixed fees negotiated case-by-case, typically one-time unless ongoing services requested
$0 - $500,000: $500,000+: up to 1.50% annually
Financial planning services hourly fees range from $1,000 to $25,000 depending on complexity; ongoing annual fixed fee also available
Account minimum: $500,000
65 Memorial Drive, Suite C340
West Hartford, CT 06107
Connecticut · Pennsylvania
Apella Wealth
2025 - Present (1 year)
Marrella Private Wealth, LLC.
2023 - 2025 (2 years)
Raymond James Financial Services Advisors Inc
2021 - 2023 (2 years)
The Greenbriar Collective
2020 - Present (6 years)
Raymond James Financial Services, Inc.
2020 - 2023 (3 years)
Resource Securities, Inc.
2015 - 2020 (5 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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