Eric Copeland Brown

Employer firm

Copeland Capital Management, LLC CRD 135822

$4.06B regulatory AUM 19 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (pooled vehicles)
Portfolio management (institutions)

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

Current Employers

Copeland Capital Management, Llc

161 Washington Street Suite 1325, Conshohocken, PA 19428 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2005-07-19

MA RA
APPROVED

Since 2005-07-19

Branch Locations

161 Washington Street Suite 1325, Conshohocken, PA 19428 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Copeland Capital Management, Llc	Conshohocken	PA	07/2005	Present

07/2005 → Present

Copeland Capital Management, Llc

Conshohocken, PA

Previous Registrations

2003-05-12 → 2005-07-21

The Colony Group, Llc

Boston, MA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-05-04

S63 Uniform Securities Agent State Law Examination

1998-05-04

Designations

Chartered Financial Analyst

View on SEC IAPD

Employer firm

Current Employers

Copeland Capital Management, Llc

Disclosures

Employment History

Previous Registrations

Exams

Designations

Nearby Firms

Nearby Investors

Nearby Offices

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