Cody Ryan Demmel
Investment Adviser Representative at Morton Brown Family Wealth LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cody Ryan Demmel is an investment adviser representative with Morton Brown Family Wealth LLC in Allentown, PA, where they have been registered since 2020. They have worked in the securities industry since 2014 and have been registered with 4 firms, including Janney Montgomery Scott LLC and Morgan Stanley. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Pennsylvania and Texas.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Morgan Stanley Private BANK, National AssociationJun 2015 – Jun 2019New York, NY
- Morgan StanleyAug 2016 – Jun 2019Allentown, PA
- Janney Montgomery Scott, LLCJun 2019 – Mar 2020Allentown, PA
- Morton Brown Family WealthMar 2020 – no end date reportedAllentown, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Morton Brown Family Wealth LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Allentown, PA
- SEC file number:
- 801-112510
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 12, 2026
View full firm profileOther advisors at Morton Brown Family Wealth LLC
6 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cody Ryan Demmel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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