Cody Demmel has been an investment adviser representative at Morton Brown Family Wealth since March 2020, and is not listed among the firm’s executive officers or direct owners. Cody Demmel holds a Bachelor of Arts in Personal Financial Planning from Shippensburg University.
Morton Brown Family Wealth LLC is an Allentown, PA firm with $483M under management, 272 clients and 5 advisers in one office, as of its May 2026 filing.
Cody Demmel is Wealth Advisor of Morton Brown Family Wealth, based in Allentown, PA. He works with individuals and families on retirement planning, using proactive communication and detailed financial projections. He appears on Morton Brown's Coachable Wealth Podcast.
Cody Demmel’s longest registration is the current one, 6 years at Morton Brown Family Wealth since 2020. Before joining Morton Brown Family Wealth in 2020, Cody Demmel was registered through Janney Montgomery Scott LLC and Morgan Stanley.
- – present · 6 yearsAllentown, PA · Adviser representative · Firm CRD 292278
- Janney Montgomery Scott LLC– · under a yearAllentown, PA · Adviser representative · Firm CRD 463
- Morgan Stanley– · 3 yearsAllentown, PA · Adviser representative · Firm CRD 149777
- Axa Advisors, LLC– · under a yearBethlehem, PA · Adviser representative · Firm CRD 6627
Professional designations
Listed by Morton Brown Family Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Cody Demmel is registered as an investment adviser representative in 2 states. The first approvals date from March 2020; the most recent is Texas, in October 2021.
- PennsylvaniaSince 30 March 2020
- TexasSince 11 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 20 August 2014 |
| Series 7 | General Securities Representative Examination | 14 July 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Cody Ryan Demmel
- CRD
- 6341168
- Firm
- Morton Brown Family Wealth · CRD 292278
- Office
- 600 W. HAMILTON STREET, SUITE 510, Allentown, PA 18101
- Registration
- Investment adviser registration
- In the industry since
- July 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mortonbrownfw.com
Where does Cody Demmel work?
Cody Demmel is an investment adviser representative registered through Morton Brown Family Wealth LLC since March 2020, and is not listed among the firm’s executive officers or direct owners.
Is Cody Demmel a financial advisor?
Yes. Cody Demmel has a current investment-adviser registration in Pennsylvania and Texas, through Morton Brown Family Wealth since March 2020.
How many years of experience does Cody Demmel have?
Cody Demmel has 12 years in the financial industry, since July 2014, across 4 adviser firms.
What exams has Cody Demmel passed?
Cody Demmel has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2014. FINRA credited Cody Demmel with the SIE, which began in October 2018.
Where did Cody Demmel work before Morton Brown Family Wealth?
Before Morton Brown Family Wealth, Cody Demmel was registered through Janney Montgomery Scott LLC, June 2019 to March 2020; Morgan Stanley, July 2015 to June 2019; Axa Advisors, LLC, August 2014 to June 2015.
Where is Cody Demmel based?
Cody Demmel’s registered office is in Allentown, PA.
Is Cody Demmel registered with FINRA?
No. Cody Demmel has no current broker registration.
Is Cody Demmel a CFP?
Morton Brown Family Wealth lists Cody Demmel with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Cody Demmel’s record?
Search CRD 6341168 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cody Demmel’s full registration record.