Cody Baldwin
Investment adviser representative at Copper Beech Financial Group, LLC
12 yearsExperience
1 stateRegistered in
$197.4MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- Atlantic District OfficialsJun 2021 to now
- Copper Beech Financial Group, LLCMar 2020 to now
- American Portfolios Financial Services, Inc.May 2023 to Oct 2024
- Temple University Housing and Residential LifeMay 2019 to Aug 2020
- Temple University Campus RecreationMay 2018 to Jan 2020
- Team Tringali, Bhhs, Verani RealtyMay 2018 to Aug 2018
- Seacoast Hockey OfficialsAug 2016 to Jan 2020
- Great Brook Officials AssociationAug 2014 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Copper Beech Financial Group, LLC
$197.4MAssets managed
201Clients
3Advisers
5 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
- 7255073
- Firm CRD
- 313156