CS
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
Coby is an Associate Regional Director at Copeland Capital Management, LLC, a financial services and investment firm. This role takes nearly full-time hours.
Employment History
Current Registrations
Vigilant Distributors, LLCBroker
January 2022 - Present · 4 yrs
Copeland Capital Management, LLC
October 2019 - Present · 6 yrs 3 mos
Previous Registrations
Northern Lights Distributors, LLCBroker
November 2019 - December 2021 · 2 yrs 1 mo
Janney Montgomery Scott LLC
January 2019 - October 2019 · 9 mos
Janney Montgomery Scott LLC Broker
November 2018 - October 2019 · 11 mos
State Registrations5 states
CACOILMAPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.