RL
CFA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
14 advisors
Number of Clients
2,599 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$4.9B
Fee Structure
This document does not contain any fee information. Please refer to Copeland's Form ADV Part 2A Brochure for fee details.
Areas of Practice
Investment Management
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Advisor Information
Office location
161 Washington Street, Suite 1325, Conshohocken, PA, 19428
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Robin is a Principal and Marketing Manager at Copeland Capital Management, LLC, an investment-related business. This activity takes nearly all of Robin's time.
Employment History
Current Registrations
Vigilant Distributors, LLC
January 2022 - Present · 4 yrs
Vigilant Distributors, LLCBroker
January 2022 - Present · 4 yrs
Copeland Capital Management, LLC
April 2014 - Present · 11 yrs 9 mos
Previous Registrations
Northern Lights Distributors, LLCBroker
March 2014 - December 2021 · 7 yrs 9 mos
Lockwood Financial Services, INC
July 2006 - July 2006 · 0 mos
Lockwood Advisors INC
January 2004 - April 2007 · 3 yrs 3 mos
Pershing LLCBroker
December 2003 - March 2007 · 3 yrs 3 mos
Lockwood Financial Services, INC.Broker
September 1998 - December 2003 · 5 yrs 3 mos
Smith Barney INC. Broker
December 1994 - September 1998 · 3 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.