Morgan Stanley
45yrs
Top advisor by experience in Greensburg
42yrs
Joseph Codrick
Full name on record: Joseph Scott Codrick
Financial advisor at Chapel Hill Investment Analysts
Joseph Codrick has worked in the financial industry for 42 years and is a financial advisor based in Greensburg, Pennsylvania. Joseph has been with Chapel Hill Investment Analysts since 2002. Chapel Hill Investment Analysts offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and hourly fees.
At a glance
Experience42 years (since 1984)
How that compares ?Top 2% by experience nationwide
Office460 Mathews Street Suite 2100, Greensburg, PA 15601
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$308,967
Advisors at the firm3
States licensed ?1 state
Services through Chapel Hill Investment Analysts
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2002 – nowChapel Hill Investment Analysts Inc.Current firm
Contact Joseph
(724) 830-2600Chapel Hill Investment Analysts main office 460 Mathews Street Suite 2100Greensburg, PA 15601Office · Get directions Firm websiteHTTP://WWW.CHAPELHILLINVESTMENT.COM
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Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Joseph
How do I contact Joseph?
Call Chapel Hill Investment Analysts at (724) 830-2600 and ask for Joseph Codrick. Joseph works from the Greensburg, PA office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 1984, about 42 years. Top 2% by experience nationwide.
What licenses does Joseph hold?
Series 63. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Joseph paid?
Chapel Hill Investment Analysts reports being paid by a percentage of the assets they manage, hourly fees. Ask Joseph for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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