Cody Demmel, financial advisor Allentown PA

Cody Demmel

CRD Number: 6341168
Current Firm: Morton Brown Family Wealth LLC

Cody Demmel (CRD# 6341168) is an Investment Advisor Representative working at Morton Brown Family Wealth LLC in Allentown, PA and has over 9 years of experience in the finance industry. Cody Demmel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Morton Brown Family Wealth Allentown, PA Mar 2020 - Current 4
Janney Montgomery Scott, LLC Allentown, PA Jun 2019 - Mar 2020 < 1
Morgan Stanley Allentown, PA Aug 2016 - Jun 2019 2
Morgan Stanley Private Bank, National Association New York, NY Jun 2015 - Jun 2019 4
Morgan Stanley Washington Dc, DC Jun 2015 - Aug 2016 1
Axa Advisors, LLC New York, NY Jul 2014 - Jun 2015 < 1
Shippensburg University Shippensburg, PA Aug 2010 - May 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Cody R. Demmel
Phone Number: 610-709-5072
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    318
    MILLIONS
  • Total Number of Accounts
    762
    ACCOUNTS
  • Average Account Value
    $417,195
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, MD, NE, NJ, PA, TX

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