NA
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
62 Walnut Street, Floor 3, Wellesley, MA, 02481
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
Neil owns a rental property in Waltham, MA, and spends a few hours per week on general maintenance and collecting rental income. He began this non-investment related activity in June 2016.
Employment History
Current Registrations
Vigilant Distributors, LLC
January 2022 - Present · 4 yrs
Vigilant Distributors, LLCBroker
January 2022 - Present · 4 yrs
Copeland Capital Management, LLC
July 2018 - Present · 7 yrs 6 mos
Previous Registrations
Northern Lights Distributors, LLCBroker
February 2016 - December 2021 · 5 yrs 10 mos
Eaton Vance Management
October 2012 - December 2015 · 3 yrs 2 mos
Eaton Vance Distributors, INC.Broker
October 2012 - December 2015 · 3 yrs 2 mos
Strategic Advisers, INC.
April 2012 - September 2012 · 5 mos
Fidelity Brokerage Services LLCBroker
August 2011 - September 2012 · 1 yr 1 mo
State Registrations18 states
ALCTDCDEFLGAMAMDMENCNHNJNYPARISCVAVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.