Kofi Kodua has been an investment adviser representative at Clean Yield Group since January 2026, and is not listed among the firm’s executive officers or direct owners. Kofi Kodua holds a Bachelor's degree in computer science from Claflin University and an MBA in Finance and Management from The Wharton School, University of Pennsylvania.
Clean Yield Group Inc is a Norwich, VT firm with $571M under management, 257 clients and 8 advisers across 4 offices, as of its March 2026 filing.
Kofi Kodua is Managing Director and Portfolio Manager of Clean Yield. He oversees Clean Yield's impact investing strategy, co-leads the firm's equity research efforts and manages client portfolios. Before joining Clean Yield, he spent 12 years at Allianz Global Investors as a research analyst and senior portfolio manager, where he oversaw three public equity ESG funds.
- Clean Yield Asset ManagementCurrent– present · under a yearSomerset, NJ · Adviser representative · Firm CRD 104826
Investment adviser representative registrations
Kofi Kodua is registered as an investment adviser representative in 6 states. Each was approved in January 2026.
- CaliforniaSince 1 January 2026
- MarylandSince 1 January 2026
- New HampshireSince 1 January 2026
- New YorkSince 1 January 2026
- TexasSince 1 January 2026
- VermontSince 2 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 December 2025 |
| Series 7 | General Securities Representative Examination | 28 February 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kofi Tweneboa Kodua
- CRD
- 4813090
- Firm
- Clean Yield Group · CRD 104826
- Office
- Somerset, NJ
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cleanyield.com
Where does Kofi Kodua work?
Kofi Kodua is an investment adviser representative registered through Clean Yield Group Inc since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kofi Kodua a financial advisor?
Yes. Kofi Kodua has a current investment-adviser registration in California, Maryland, New Hampshire, New York, Texas and Vermont, through Clean Yield Group since January 2026.
How many years of experience does Kofi Kodua have?
Kofi Kodua has 0 years in the financial industry, since December 2025, across 1 adviser firm.
What exams has Kofi Kodua passed?
Kofi Kodua has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in February 2011.
Where is Kofi Kodua based?
Kofi Kodua’s registered office is in Somerset, NJ.
Is Kofi Kodua registered with FINRA?
No. Kofi Kodua has no current broker registration.
How can I verify Kofi Kodua’s record?
Search CRD 4813090 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kofi Kodua’s full registration record.
