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Joseph Scott Codrick

CHAPEL HILL INVESTMENT ANALYSTS INC·GREENSBURG, Pennsylvania
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126 MATHEWS STREET, SUITE 1600, GREENSBURG, PA 15601-6913CRD# 1133513Firm CRD# 109511
01

About

Joseph Scott Codrick is a registered financial advisor based in GREENSBURG, Pennsylvania, affiliated with CHAPEL HILL INVESTMENT ANALYSTS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CHAPEL HILL INVESTMENT ANALYSTS INC
CHAPEL HILL INVESTMENT ANALYSTS INC
AUM
$323M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CHAPEL HILL INVESTMENT ANALYSTS INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1133513
Firm CRD# 109511
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph Scott Codrick offer?
Joseph Scott Codrick specializes in Financial Planning, Investment Management. Contact their office in GREENSBURG, Pennsylvania for a consultation.
What are Joseph Scott Codrick's credentials?
Joseph Scott Codrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Scott Codrick located?
Joseph Scott Codrick is based in GREENSBURG, Pennsylvania, working with CHAPEL HILL INVESTMENT ANALYSTS INC. Their office serves clients in the GREENSBURG metropolitan area and surrounding communities.
How does Joseph Scott Codrick charge for services?
Joseph Scott Codrick's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHAPEL HILL INVESTMENT ANALYSTS INC?
CHAPEL HILL INVESTMENT ANALYSTS INC has approximately 3 employees and manages $323M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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