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Coby James Schwartz

Copeland Capital Management, LLC

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About Coby James Schwartz

Coby Schwartz is an investment advisor representative with Copeland Capital Management, LLC and has been in the industry for over 5 years. Coby Schwartz holds Series 66, SIE and Series 7TO licenses. Coby Schwartz has been registered with FINRA and is currently registered with the state of Pennsylvania. Coby Schwartz is also registered with the state of California, Colorado, Illinois and Massachusetts for investment advisory services. Copeland Capital Management, LLC is a registered investment advisor specializing in portfolio management for individuals, businesses, pooled investment vehicles and investment companies.

Firm Information

Coby Schwartz is currently registered with Copeland Capital Management, LLC. Copeland Capital Management, LLC is an investment advisor based in Conshohocken, Pennsylvania. The firm manages approximately $4.8 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and institutional investors. Copeland Capital offers a range of investment services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also participates in wrap fee programs.
Copeland Capital Management, LLC

161 WASHINGTON STREET

CONSHOHOCKEN, PA 19428

$4.77B

Assets Under Management

19

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Coby Schwartz’s Registration & Firm History

PA

10/31/2019 - Present

Copeland Capital Management, LLC (Conshohocken PA)

NE

11/06/2019 - 12/31/2021

NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)

PA

11/30/2018 - 10/18/2019

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

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Licenses & Designations

BOTH

Issued 01/11/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/30/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2018

Series 7TO - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Coby James Schwartz.
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