Coby James Schwartz
Investment adviser representative at Copeland Capital Management, LLC
10 yearsExperience
5 statesRegistered in
$4.1BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Vigilant Distributors, LLCJan 2022 to now
- Copeland Capital Management, LLCOct 2019 to now
- Northern Lights Distributors, LLCNov 2019 to Dec 2021
- Janney Montgomery Scott, LLCSep 2017 to Oct 2019
- Sei InvestmentsJan 2017 to Sep 2017
- Russell TobinOct 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 5 states (CA, CO, IL, MA, PA).
Copeland Capital Management, LLC
$4.1BAssets managed
1,983Clients
12Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7029123
- Firm CRD
- 135822