CB
CB

Cody Baldwin

2 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
Loading...

Location

1223 N. Church Street, Moorestown, NJ, 08057

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Cody works as a game official for Atlantic District Officials, dedicating a few hours per week. He is also an investment adviser planning associate with Copper Beech Financial Group, LLC since 2020 and an associate with American Portfolios Financial Services, Inc. since 2023.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
October 2024 - Present · 1 yr 4 mos
Copper Beech Financial Group, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
American Portfolios Financial Services, INC.Broker
May 2023 - October 2024 · 1 yr 5 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.
Cody Baldwin - Financial Advisor | TrueAdvisor