linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Edward Crawley Rorer

Copeland Capital Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Edward? Claim Your Profile

About Edward Crawley Rorer

Edward Crawley Rorer is an Investment Advisor Representative at Copeland Capital Management, LLC. Edward Crawley Rorer has been in the industry since 1971 and has experience with Copeland Capital Management, LLC, First Colonial Securities Group, Inc., Mercer Securities, Ltd., Edward C. Rorer & Co., Inc., Professional Capital Management, Inc., and Blyth Eastman Dillon & Co. Incorporated. Edward Crawley Rorer has a Series 63, Series 65, Series 1, Series 40 and F04. Edward Crawley Rorer specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.

Firm Information

Edward Rorer 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.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Edward Rorer’s Registration & Firm History

NA

02/26/2010 - Present

Copeland Capital Management, LLC ( )

FL

02/14/1995 - 08/10/1998

FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)

NA

01/05/1993 - 02/09/1995

MERCER SECURITIES, LTD.

PA

10/20/1978 - 12/31/1992

EDWARD C. RORER & CO., INC. (PHILADELPHIA PA)

NA

08/25/1976 - 11/26/1978

PROFESSIONAL CAPITAL MANAGEMENT, INC.

NA

07/26/1971 - 08/19/1976

BLYTH EASTMAN DILLON & CO. INCORPORATED

Not sure if Edward Crawley Rorer is right for you?

Licenses & Designations

IA

Issued 11/23/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/16/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/1978

F04 - Financial Principal Examination

BC

Issued 05/24/1976

Series 40 - Registered Principal Examination

BC

Issued 07/22/1971

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Crawley Rorer.
Not sure if Edward Crawley Rorer is right for you?