Daniel James Copeland
Investment adviser representative at Vanguard Advisers, Inc.
12 yearsExperience
2 statesRegistered in
$344.6BFirm assets
31 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Vanguard Advisers, Inc.Feb 2021 to now
- The Vanguard Group, Inc.Dec 2020 to now
- W&s Brokerage ServicesNov 2019 to Dec 2020
- Western Southern LifeOct 2019 to Dec 2020
- Amici's Bar and GrillAug 2019 to Oct 2019
- Nick and Mike Bar and GrillApr 2019 to Jul 2019
- Burger ImFeb 2019 to Apr 2019
- Strike CityJan 2019 to Feb 2019
- Amc TheaterJan 2018 to Dec 2018
- University of North Carolina At CharlotteAug 2014 to Dec 2018
- Southeast CinemasMay 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 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
- 7201621
- Firm CRD
- 106715