Cody Baldwin is a registered investment advisor at Osaic Wealth, INC., based in Moorestown, NJ, with 2 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1223 N. Church Street, Moorestown, NJ, 08057
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Cody works as a game official for Atlantic District Officials, dedicating a few hours per week. He is also an investment adviser planning associate with Copper Beech Financial Group, LLC since 2020 and an associate with American Portfolios Financial Services, Inc. since 2023.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Copper Beech Financial Group, LLC
Previous Registrations
American Portfolios Financial Services, INC.Broker
State Registrations1 state
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