Daniel James Copeland

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 08/2017
  Southeast Cinemas
  Concord, NC
• 08/2014 → 12/2018
  University Of North Carolina At Charlotte
  Charlotte, NC
• 01/2018 → 12/2018
  Amc Theater
  Concord, NC
• 01/2019 → 02/2019
  Strike City
  Charlotte, NC
• 02/2019 → 04/2019
  Burger Im
  Charlotte, NC
• 04/2019 → 07/2019
  Nick And Mike Bar And Grill
  Charlotte, NC
• 08/2019 → 10/2019
  Amici'S Bar And Grill
  Concord, NC
• 10/2019 → 12/2020
  Western Southern Life
  Concord, NC
• 11/2019 → 12/2020
  W&S Brokerage Services
  Cincinnati, OH
• 12/2020 → Present
  The Vanguard Group, Inc.
  Charlotte, NC

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams

• S66 Uniform Combined State Law Examination
  2021-02-16
• S63 Uniform Securities Agent State Law Examination
  2019-12-20

Other Names

• Dan James Copeland