Michael L Copelan

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-11-21
WA	RA	APPROVED	2022-10-03

Branch Locations

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

Organization	City	State	From	To
J.P. Morgan Chase Bank, N.A.	Bainbridge Island	WA	07/2019	08/2022
J.P. Morgan Securities, Llc	Bainbridge Island	WA	07/2019	08/2022
Wells Fargo	Bainbridge Island	WA	11/2016	07/2019
Best Buy Inc,	Silverdale	WA	02/2013	10/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bainbridge Island	WA	08/2022	Present
Bank Of America N.A.	Bainbridge Island	WA	10/2022	Present

07/2019 → 08/2022

J.P. Morgan Chase Bank, N.A.

Bainbridge Island, WA
07/2019 → 08/2022

J.P. Morgan Securities, Llc

Bainbridge Island, WA
11/2016 → 07/2019

Wells Fargo

Bainbridge Island, WA
02/2013 → 10/2016

Best Buy Inc,

Silverdale, WA
08/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bainbridge Island, WA
10/2022 → Present

Bank Of America N.A.

Bainbridge Island, WA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-05-09
S63	Uniform Securities Agent State Law Examination	2019-09-20

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