linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Eric Copeland Brown

Copeland Capital Management, LLC

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

About Eric Copeland Brown

Eric Copeland Brown is a financial advisor with over 20 years of experience in the financial services industry. Eric is a Chartered Financial Analyst (CFA) and is registered with the state of Massachusetts. Eric currently works at Copeland Capital Management, LLC and has also held previous positions at Legg Mason Wood Walker, Incorporated, Bear, Stearns & Co. Inc., and First Investors Corporation. Eric has expertise in portfolio management for individuals, investment companies, pooled investment vehicles, and businesses.

Firm Information

Eric Brown 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.

Eric Brown’s Registration & Firm History

PA

07/19/2005 - Present

Copeland Capital Management, LLC (Conshohocken PA)

MD

11/12/2001 - 03/10/2003

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NY

03/18/1998 - 11/17/1999

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NJ

05/24/1993 - 07/22/1993

FIRST INVESTORS CORPORATION (EDISON NJ)

Not sure if Eric Copeland Brown is right for you?

Licenses & Designations

BC

Issued 05/04/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/17/1998

Series 7 - General Securities Representative Examination

BC

Issued 05/22/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Copeland Brown.
Not sure if Eric Copeland Brown is right for you?