Cody Ryan Demmel
Investment adviser representative at Morton Brown Family Wealth LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$483.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Morton Brown Family Wealth LLCMar 2020 to now
- Janney Montgomery Scott, LLCJun 2019 to Mar 2020
- Morgan StanleyAug 2016 to Jun 2019
- Morgan Stanley Private Bank, National AssociationJun 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Morton Brown Family Wealth LLC
$483.5MAssets managed
272Clients
7Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6341168
- Firm CRD
- 292278