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Sean Patrick Duffy

Copeland Capital Management, LLC

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About Sean Patrick Duffy

Sean Duffy is an investment advisor representative with Copeland Capital Management, LLC, registered with the state of Pennsylvania. Sean Duffy has 1 registration with the Financial Industry Regulatory Authority (FINRA), and 1 registration with the Securities and Exchange Commission (SEC). Sean Duffy has passed the SIE, Series 7 and Series 66 exams. Sean Duffy has been working in the financial industry since 2024. Sean Duffy is currently employed with Copeland Capital Management, LLC in the Conshohocken, PA branch office. Sean Duffy also provides services for Copeland Capital Management, LLC as an Internal Wholesaler.

Firm Information

Sean Duffy 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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Sean Duffy’s Registration & Firm History

PA

08/29/2024 - Present

Copeland Capital Management, LLC (CONSHOHOCKEN PA)

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Licenses & Designations

BOTH

Issued 08/28/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/08/2024

Series 7TO - General Securities Representative Examination

BC

Issued 07/11/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Patrick Duffy.
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