CB
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
Charles is the Director of Sales at Copeland Capital Management, LLC since 2010. This role requires a full-time commitment.
Employment History
Current Registrations
Vigilant Distributors, LLCBroker
March 2022 - Present · 3 yrs 10 mos
Copeland Capital Management, LLC
April 2011 - Present · 14 yrs 9 mos
Previous Registrations
Northern Lights Distributors, LLCBroker
March 2011 - December 2021 · 10 yrs 9 mos
M&t Securities, INC.
June 2008 - November 2010 · 2 yrs 5 mos
M&t Securities, INC.Broker
June 2008 - November 2010 · 2 yrs 5 mos
Mfc Global Investment Management (u.s.), LLC
August 2005 - April 2008 · 2 yrs 8 mos
John Hancock Advisers, LLC
February 2005 - April 2008 · 3 yrs 2 mos
John Hancock Funds, LLCBroker
December 2004 - April 2008 · 3 yrs 4 mos
Ixis Asset Management Distributors, L.P.Broker
June 2004 - November 2004 · 5 mos
Alliancebernstein Investment Research and Management, INC.Broker
September 1995 - June 2004 · 8 yrs 9 mos
Ujb Discount Brokerage CO.Broker
January 1995 - August 1995 · 7 mos
Josephthal Lyon & Ross IncorporatedBroker
August 1994 - August 1994 · 0 mos
L.C. Wegard & Co., INC.Broker
June 1994 - July 1994 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.