MG
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
Michael works as a portfolio specialist at Copeland Capital Management, providing sales support and relationship management. This is a full-time role.
Employment History
Current Registrations
Vigilant Distributors, LLC
January 2022 - Present · 4 yrs
Vigilant Distributors, LLCBroker
January 2022 - Present · 4 yrs
Copeland Capital Management, LLC
January 2019 - Present · 7 yrs
Previous Registrations
Northern Lights Distributors, LLCBroker
December 2018 - December 2021 · 3 yrs
Morgan Stanley
November 2004 - December 2004 · 1 mo
Morgan Stanley Dw INC.Broker
October 2004 - December 2004 · 2 mos
State Registrations14 states
AKAZCACOHIIDKSMTNENVORUTWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.