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Ronald Edward Copley

Copley Investment Management, LLC

Wilmington, NC

CRD 4559087

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Employer firm

Copley Investment Management, LLC CRD 118014

$307M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • BUSINESS VALUATIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Copley Investment Management, Llc

Wilmington, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2012-09-18
  • NC RA
    APPROVED
    Since 2012-09-18

Branch Locations

Wilmington, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Copley Investment Management Wilmington NC 01/1985 Present
  • 01/1985 → Present
    Copley Investment Management
    Wilmington, NC
Previous Registrations
Other Businesses

BUSINESS VALUATIONS AND EXPERT WITNESS TOTAL HOURS: 1 PER WEEK

Designations
  • Chartered Financial Analyst
Other Names
  • Ronald Edward Copley

View on SEC IAPD

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