Evans Copeland
Investment adviser representative at Piper Sandler & Co.
14 yearsExperience
1 stateRegistered in
$1.3BFirm assets
10 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Piper Sandler & Co.May 2024 to now
- Truist Securities, Inc.Oct 2022 to May 2024
- StifelOct 2021 to Sep 2022
- N/aMay 2021 to Oct 2021
- Southwood Development CoJun 2020 to Jul 2020
- Mountaintop Golf and Lake ClubJun 2019 to Jul 2019
- Washington and Lee UniversityAug 2017 to May 2021
- N/aMay 2017 to Aug 2017
- Brookstone SchoolJan 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (KS).
Piper Sandler & Co.
$1.3BAssets managed
20Clients
26Advisers
10 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
- 7462824
- Firm CRD
- 665