Cody
Baldwin
Copper Beech Financial Group, LLC
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About this Advisor
Cody Baldwin is a financial advisor based in Moorestown, New Jersey, working with Copper Beech Financial Group, LLC. Cody has previously held positions at Copper Beech Financial Group, Atlantic District Officials, Temple University Housing And Residential Life, Temple University Campus Recreation, Team Tringali, Bhhs, Verani Realty, Seacoast Hockey Officials, Great Brook Officials Association, Canobie Lake Park, and American Portfolios Financial Services, Inc. Cody has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Cody is part of Copper Beech Financial Group, LLC, which operates out of Moorestown, New Jersey. The firm has 1 office and 10 employees. The firm manages assets totaling $112.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, selection of other advisers, and other services. The fee structure at Copper Beech Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Copper Beech Financial Group, LLC Brokerage Details
$112,554,400
10
220
$511,611
Investment Advisory Services
- Financial planning services
- Selection of other advisers
- Other
Cody Baldwin Work History
American Portfolios Financial Services, Inc
Atlantic District Officials
Copper Beech Financial Group
Temple University Housing And Residential Life
Temple University Campus Recreation
Team Tringali, Bhhs, Verani Realty
Seacoast Hockey Officials
Great Brook Officials Association
Canobie Lake Park
Disclosures
Please visit the SEC profile of Cody Baldwin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Copper Beech Financial Group, LLC
Moorestown, NJ
Moorestown, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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