Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
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Advisor Information

Office location

602 North Front Street, Wormleysburg, PA, 17043

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Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Cody is involved in several business activities, including owning a stake in Stonebridge Financial Group and preparing tax returns, serving as treasurer for Girls on the Run, and acting as CCO for Stonebridge Financial Group LLC and Stambaugh Ness Wealth Management, LLC. He also owns a share of SBFG Partners LLC, which has a stake in an insurance agency, and performs consultative work for the entity.

Employment History
Current Registrations
Private Client Services, LLC Broker
April 2024 - Present · 1 yr 9 mos
Stonebridge Financial Group, LLC
January 2024 - Present · 2 yrs
Previous Registrations
Stambaugh Ness Wealth Management LLC
November 2024 - September 2025 · 10 mos
Triad Advisors LLCBroker
November 2018 - April 2024 · 5 yrs 5 mos
Triad Hybrid Solutions
November 2018 - December 2023 · 5 yrs 1 mo
Wells Fargo Advisors Financial Network, LLC
February 2018 - November 2018 · 9 mos
Wells Fargo Advisors Financial Network, LLC Broker
January 2018 - November 2018 · 10 mos
State Registrations2 states
PATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.