Cody Baldwin has been an investment adviser representative at Copper Beech Financial Group since January 2024, and is not listed among the firm’s executive officers or direct owners. Cody Baldwin holds a Bachelor of Business Administration in Finance and Financial Planning from Temple University.
Copper Beech Financial Group, LLC is a Moorestown, NJ firm with $197M under management, 201 clients and 4 advisers in one office, as of its March 2026 filing.
Cody Baldwin is Registered Associate Advisor of Copper Beech Financial Group. He first joined the firm as an intern in 2020 and transitioned into a full-time role in 2021. As a Registered Planning Associate, he specializes in updating and monitoring client data while assisting in the design and implementation of planning strategies for Copper Beech families.
- – present · 2 yearsMoorestown, NJ · Adviser representative · Firm CRD 313156
Investment adviser representative registrations
Cody Baldwin is registered as an investment adviser representative in New Jersey, since January 2024.
- New JerseySince 29 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 26 January 2024 |
| Series 7TO | General Securities Representative Examination | 18 May 2023 |
| SIE | Securities Industry Essentials Examination | 14 June 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7255073
- Firm
- Copper Beech Financial Group · CRD 313156
- Office
- 1223 N. CHURCH STREET, Moorestown, NJ 08057
- Registration
- Investment adviser registration
- In the industry since
- May 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- copperbeechfg.com
Where does Cody Baldwin work?
Cody Baldwin is an investment adviser representative registered through Copper Beech Financial Group, LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Cody Baldwin a financial advisor?
Yes. Cody Baldwin has a current investment-adviser registration in New Jersey, through Copper Beech Financial Group since January 2024.
How many years of experience does Cody Baldwin have?
Cody Baldwin has 3 years in the financial industry, since May 2023, across 1 adviser firm.
What exams has Cody Baldwin passed?
Cody Baldwin has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in June 2021.
Where is Cody Baldwin based?
Cody Baldwin’s registered office is in Moorestown, NJ.
Is Cody Baldwin registered with FINRA?
No. Cody Baldwin has no current broker registration.
How can I verify Cody Baldwin’s record?
Search CRD 7255073 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cody Baldwin’s full registration record.
