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Cody Ryan Demmel

Cody R. Demmel

MORTON BROWN FAMILY WEALTH LLC
ALLENTOWN, PA 18101
Some features on this profile are disabled
CRD#: 6341168
Cody Ryan Demmel

Professional summary

Cody Ryan Demmel, CFP®, who also goes by Cody R Demmel, Cody R. Demmel, Cody Demmel, is a registered financial advisor currently at MORTON BROWN FAMILY WEALTH LLC located in Allentown, Pennsylvania.

Cody is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Cody has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cody R Demmel | Cody R. Demmel | Cody Demmel

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.
Greater Lehigh Valley Chamber, 840 Hamilton Street, Allentown, PA 18101; 09/2021; Board Member; Attend meetings, recruit new members, help committees and plan events; 2% of time; non-investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cody Ryan Demmel's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 2021

Experience

Current

March 30, 2020 - Present

MORTON BROWN FAMILY WEALTH LLC

Office #1: 600 W. Hamilton Street Suite 510, Allentown, PA 18101
RIA
CRD#: 292278
ALLENTOWN, PA
Past

June 7, 2019 - March 26, 2020

JANNEY MONTGOMERY SCOTT LLC

RIA
CRD#: 463
ALLENTOWN, PA
Past

June 7, 2019 - March 26, 2020

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
ALLENTOWN, PA
Past

July 23, 2015 - June 10, 2019

MORGAN STANLEY

RIA
CRD#: 149777
ALLENTOWN, PA
Past

June 26, 2015 - June 10, 2019

MORGAN STANLEY

BD
CRD#: 149777
ALLENTOWN, PA
Past

August 20, 2014 - June 29, 2015

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
BETHLEHEM, PA
Past

July 14, 2014 - June 29, 2015

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
BETHLEHEM, PA

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".
MB
MORTON BROWN FAMILY WEALTH LLC
MORTON & BROWN | MORTON BROWN FAMILY WEALTH LLC

CRD#: 292278 / SEC#: 801-112510

RIA
Registered Investment Advisory firm - (2/23/2018 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
Pennsylvania
(3/30/2020)
IAR
Texas
(10/11/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/20/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/14/2014
General Securities Representative Examination

Current Firm

MB
MORTON BROWN FAMILY WEALTH LLC
MORTON & BROWN | MORTON BROWN FAMILY WEALTH LLC

CRD#: 292278 / SEC#: 801-112510

RIA
Registered Investment Advisory firm - (2/23/2018 Approved)
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Contact information

Main Address
600 W. Hamilton Street Suite 510, Allentown, PA 18101
Mailing Address
Phone number
(610) 709-5072
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (7/14/2025)

Regulatory assets under management

Total Number of Accounts897
AUM (Assets Under Management)$ 398,971,327

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MORTON BROWN FAMILY WEALTH LLC

CRD#: 292278Allentown, PA 18101

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